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Feb262020

SECURE Act Follow Up – Focus on Inherited IRAs

Financial Education, Financial News, Retirement SavingsBy Kristi SullivanFebruary 26, 2020

An alert reader asked me to elaborate a bit on the SECURE Act in relation to the effect on inheriting IRAs.  This has received a lot of press, so I guess a lot of people are worried about it.  Is…

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Feb242020

3 Ways to Save on Spring Break

Families and Finance, Fun StuffBy Kristi SullivanFebruary 24, 2020

We are in the depths of despair.  Okay, maybe not despair, but the depths of the winter blahs at the very least.  You may be fantasizing about an escape to warmer climes soon.  Fear not, the opportunity is coming.  For…

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Feb172020

The Robots are Coming!

Financial EducationBy Kristi SullivanFebruary 17, 2020

Well, in reality, they are here.  RoboAdvisors, that is.  Over the last few years, people in my industry have made a big deal about selling the services of their RoboAdvisors or hand-wringing that RoboAdvisors are the death knell of human…

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Feb102020

If I Could Write Valentine’s Day Cards

Families and Finance, Fun StuffBy Kristi SullivanFebruary 10, 2020

As a financial adviser, it’s a balance between convincing you to save for the future and not being such a total nag that you don’t enjoy your life.  That said, the estimated $20 billion expected to be spent on Valentine’s…

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Feb42020

Investments and War

Personal FinanceBy Kristi SullivanFebruary 4, 2020

And just like that it seems we go from embarrassing, misspelled, grammatically incorrect tweets which just irritate both allies and haters to real missiles being launched at our enemies and friends.  Among other worries, you might wonder how the U.S.…

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Jan202020

Three Truths and a Lie about Health Savings Accounts

Financial Education, Personal FinanceBy Kristi SullivanJanuary 20, 2020

Remember that icebreaker game, Three Truths and a Lie?  You give 4 facts about yourself and the group guesses which one is the lie?  I am a horrible liar (good news for those of you who are my clients!) and…

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