This time of year we celebrate our dearly departed by dressing up like gorillas and gorging on our kids’ hard won Halloween candy. But what happens when you actually pass on to the other side? Have you given thought to…
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
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…
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,…
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…
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…
The idea of a recession is scary, but planning and rational action can lessen the worry. You can't control the stock market, but you can control your money. This fast, free class gives you 5 actionable tips to get your household finances ready for a recession tomorrow, next month, or next year.
