Kristi’s Quotes: The Curmudgeon
The Question: Do earnings drive stock prices? We end with a quote that best summarizes our current views on this topic. It’s from Kristi Sullivan, the owner of Sullivan Financial Planning: Click Here
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Ask the Advisor: What you Need to know About Divorce and Money
I recently received a question from someone who wishes to remain anonymous: he and his wife are considering separating and he was wondering about his next step financially – specifically about relocating and what his options are. Divorce is…
Your Year End Tax Planning Starts Now!
Think you can wait until December 31st to do tax planning for 2016? Think again! Starting your tax to-do’s earlier in the year makes life easier for your CPA, financial advisor, AND you. Thanks so much to Elizabeth Moore,…
Kristi’s Quotes: Is Peer-to-Peer Lending the Future?
Thank you, Financial Advisor, for quoting me in this article about peer-to-peer lending! Peer-to-peer lending may serve advisors’ clients on two fronts, experts say. Wealthy clients looking for a high-yield alternative to traditional bonds can invest in funds that pool…
Fun and Frugal Fashion Ideas from Wardrobe Guru Dana Lynch
People often ask, “Kristi, how do I look fabulous while keeping my financial goals on track?” Okay, that never really happens, but it’s a fun blog topic! Here are some fashion on a budget tips from my friend and professional…
How Does the Election Affect Your Portfolio?
Well, another Election Day is coming up and I am thrilled. Why? Is it because I am SO excited about the two potential candidates that I can’t wait to cast my vote? Not exactly. The benefit of Election Day…
