Marcum Financial Services quotes Kristi on the 10 Steps to Achieve Your Retirement Goals. From Social Security to saving, these tips can help make your money last. Everybody wants to be safe from the buffeting that life can inflict…
Happy almost 2017! Below is my annual financial to-do list to help you achieve a more prosperous balance sheet in the New Year. 1: Use an online tool or app to track your spending. Try to cut one discretionary…
Striving to improve our lives is part of being human. We all have things, personal and professional, we want to accomplish, goals we want to achieve, things we want to change about ourselves. That’s why we have the New Year’s…
Let’s face it there are just some traits you are born with. For example, you are either a runner or not a runner. I fall firmly in the not runner camp. You are a dog/cat/reptile/no-pet person. You are a saver…
CNBC.com says: When people reach their 50s, a common realization is how close retirement is getting — and how far they are from having enough money to enjoy life after work. While they know more of their money should end…
Kristi Sullivan, owner of Sullivan Financial Planning, hasn’t had any clients asking her about wine investing yet, but she would likely steer them in a different direction. “I think of wine collecting as more of a hobby than an investment,” she…
You are feeling tired and the stacks of mail with forms to fill out is overwhelming. I don’t have a magic wand to make this all disappear. This short video will help you prioritize and organize the inevitable financial tasks that come with a loved one passing away.
