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Apr122021

Is a No Income Tax State Right for Your Retirement?

Financial Education, Retirement SavingsBy Kristi SullivanApril 12, 2021

Much is made of making your permanent home in retirement in a state that has no state income tax.  I posit that there are other considerations.  First, what are the no-income-tax states?  They are Alaska, Tennessee, Wyoming, Florida, New Hampshire,…

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Apr62021

Give Your Financial Planner a Check-up

Financial EducationBy Kristi SullivanApril 6, 2021

Ever wonder why Bernie Madoff, perpetrator of the world’s largest Ponzi scheme, didn’t get caught by auditors at the SEC sooner?  There were a lot of reasons, but a big one is that he wasn’t even registered as an investment…

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Mar302021

Spotlight on Branding Photography

Financial Education, Fun StuffBy Kristi SullivanMarch 30, 2021

This week I am thrilled to spotlight professional photographer Willy Wilson.  What does photography have to do with your finances?  Well, if you are in sales or a business owner or just want to grow your career with a killer…

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Mar232021

WTF (What the Finance) is a Hedge Fund?

Financial EducationBy Kristi SullivanMarch 23, 2021

In the world of investments, there are ways to make and lose money that are reserved for Accredited Investors (rich people).  Hedge funds are one of these instruments.   A hedge fund is a pool of many investors’ money managed…

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Mar162021

Robinhood; Stealing from the Poor to Get Rich

Financial EducationBy Kristi SullivanMarch 16, 2021

To pile on to my probably unpopular thoughts about Bitcoin last week, let me tell you my top three reasons I don’t like Robinhood (the trading app, not the 1973 Disney movie which is one of my all-time favorites).  …

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Mar92021

Five Famous Bubbles

Financial Education, Fun Stuff, UncategorizedBy Kristi SullivanMarch 9, 2021

The first week in February saw an outsized amount of attention and money poured into previously sad sack stocks such as Game Stop, AMC Entertainment Holdings, and Blackberry.  This led to lots of talk about investing bubbles.   For more…

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