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Nov162020

Real Estate Attorneys and The People Who Need Them

College Planning, Families and Finance, Financial EducationBy Kristi SullivanNovember 16, 2020

This week I am thrilled to interview real estate attorney and fellow volunteer Jill Klancke of Klancke and Cook Attorneys at Law.   Jill’s bio and contact information follows the interview, but for the sake of newsletter formatting I want…

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Nov92020

Sneaking In The Back Door

Financial Education, Investment Education, Personal Finance, Retirement SavingsBy Kristi SullivanNovember 9, 2020

Have Suze Orman, Jim Kramer, or Dave Ramsay ever encouraged you to use the back door?  No, not a sexy affair with a finance celebrity!  I’m talking about a Backdoor Roth Contribution.   First, some basics Roth IRAs allow you…

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Nov22020

It’s Been a Record Year!

Fun StuffBy Kristi SullivanNovember 2, 2020

Ah, 2020.  In hindsight, it won’t seem so bad. Or it will.  Who knows, but here are some new milestones we have reached so far this year.  These are in no particular order and you can decide if they are…

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Oct262020

Funny Tweets About Halloween

Fun StuffBy Kristi SullivanOctober 26, 2020

Sure, Twitter is the place where internet trolls and certain politicians go to make people cry.  But it can also be where people show off their wittiest writing.  Enjoy these funny comments about Halloween. *   U can give out…

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Oct192020

Sweet and Scary Investments in 2020

Financial News, Personal FinanceBy Kristi SullivanOctober 19, 2020

There is an old saying that goes, “If you don’t hate at least one investment in your portfolio, you aren’t really diversified.”  It’s a clever reminder that not having your eggs in one basket means that some of your baskets…

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Oct122020

Fave Fall Recipe

Fun StuffBy Kristi SullivanOctober 12, 2020

What is it about fall that makes me think of apples? Caramel apples for Halloween? Remembering the Peanuts characters bobbing for apples in The Great Pumpkin, Charlie Brown? That was a gross activity always, likely never to be done again…

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