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Jun82020

Resilience in the Face of Uncertainty

Financial Education, Personal FinanceBy Kristi SullivanJune 8, 2020

We’ve all heard the phrase “hindsight is 2020.”  There are tons of memes floating around alluding to getting the year 2020 in our rearview mirror, and I have to agree.   One thing you may be feeling lately is fragile. …

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Jun32020

The Three R’s of 2020

Personal FinanceBy Kristi SullivanJune 3, 2020

So, how’s your 2020 been?  As I write this blog, I’m getting used to yet another blow to personal freedom, the 9pm curfew. Even my parents didn’t have me home that early in my not-so-rebellious teenage years.   It is…

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May272020

Roth Conversion of After-Tax 401(k) Money

Financial EducationBy Kristi SullivanMay 27, 2020

If you ever thought your friendly neighborhood financial advisor knows it all, think again!  I learn new things from clients all the time.  This little nugget came to my attention a few weeks ago.  It will apply to very few…

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May212020

Top 3 Favorite Pandemic Food Discoveries

Fun StuffBy Kristi SullivanMay 21, 2020

Nope, I have not become a gourmet cook while under stay-at-home orders.  In fact, somehow, I’m finding even harder to find the time to cook these days.  Blame Tiger King.   However, I did go out and do the requisite…

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May202020

Top 3 Favorite Pandemic Food Discoveries

Fun StuffBy Kristi SullivanMay 20, 2020

Nope, I have not become a gourmet cook while under stay-at-home orders.  In fact, somehow, I’m finding it even harder to find the time to cook these days.  Blame Tiger King.   However, I did go out and do the…

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May112020

Top 3 Unexpected Expenses in Retirement

Personal Finance, Retirement SavingsBy Kristi SullivanMay 11, 2020

Clients sometimes ask me what they are not thinking about when it comes to retirement planning.  Mostly, they’ve thought about a lot, but there are a few things that can surprise you.   Unreimbursed medical expenses. Yes, retirees dread health…

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