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May62020

7 Funny Quotes about Motherhood – The ‘Rona Edition

Fun StuffBy Kristi SullivanMay 6, 2020

Yes, we are all sick of coronavirus news!  Except when it’s just funny.  So, to honor all the mothers out there, especially in time when we are forced into 24-hour a day contact with our little darlings, enjoy some mom-wit…

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Apr272020

Homeschooling Your Kids? Let’s Teach Them REAL Math

Families and FinanceBy Kristi SullivanApril 27, 2020

Fourth quarter online-school is upon us and I am yet again getting reports of my 8th-grade son’s deficiency in math.  Counting two rounds of kindergarten, this is the 10th year of hearing this refrain.  Here’s the thing – I don’t…

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Apr202020

Interview with a Vampire: Questions You Should Ask Your Potential Financial Adviser

Financial Education, Personal FinanceBy Kristi SullivanApril 20, 2020

Recently a prospective client sent an e-mail with some questions he wanted answered before engaging a financial adviser.  I thought others might share these same questions, maybe about me or even other advisers they have. Here, with permission and a…

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Apr152020

The COVID-19 Retirement Readiness Quiz

Fun StuffBy Kristi SullivanApril 15, 2020

Eating my third breakfast of the day at I-don’t-know-what-o’clock, I had a frightening realization:  Is this pandemic quarantine what my retirement will be like?   Clearly, I’m not the only one thinking about it.  From memes all over Facebook to…

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Apr72020

What to spend first, what to spend last, if my income drops?

Financial Education, Personal FinanceBy Kristi SullivanApril 7, 2020

Many people are looking at a drop or loss of income due to the coronavirus shutting down 25% of the economy.  I’ve been reading about hardships for everyone from optometrists to restaurant workers to minor league baseball players.  If your…

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Apr12020

Are You Being CARES For?

Financial Education, Financial News, Personal FinanceBy Kristi SullivanApril 1, 2020

After the usual partisan haggling, Washington has presented citizens with the Coronavirus Aid, Relief, and Economic Security Act, cleverly known as CARES.*  What does it mean for you?  Here, as usual, are the very broad strokes of the Act that…

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