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Nov142022

Three Fun Thanksgiving Activities

Fun StuffBy Kristi SullivanNovember 14, 2022

Three not-fun things to do at the Thanksgiving table Talk about how you voted in the mid-term elections. Stare at the football game. The Festivus Airing of Grievances one month early. Three more fun Thanksgiving activities Thanksgiving Mad Libs! Print…

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Nov72022

Where There’s a Will, Is There a Way…

Financial Education, UncategorizedBy Kristi SullivanNovember 7, 2022

To find it?  Recently I read an article about the U.S. Will Registry.   It’s a free website where you can upload either the will/trust documents themselves or just say where you have your estate plan stashed.  And who is allowed…

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Oct312022

Inflation Beating Tips for the Holidays

Fun StuffBy Kristi SullivanOctober 31, 2022

Our dollars are buying less, but we still want to create great family memories for the holidays. Here are some ideas for creating special times without running up credit card bills (also with higher rates than last year).   Groceries/entertaining…

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Oct242022

Three Tips from The Pumpkin Plan

Financial Education, Fun StuffBy Kristi SullivanOctober 24, 2022

Pumpkins, pumpkin spice, pumpkin decorations…it’s October and pumpkins are pervasive.  There is even a business book about pumpkins by Mike Michalowicz called The Pumpkin Plan.   Since many of my readers are business owners or operate as such within a…

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Oct172022

Three Ways the Inflation Act May Affect You

Financial Education, In the NewsBy Kristi SullivanOctober 17, 2022

What is the Inflation Reduction Act of 2022?  Is it just a lesson on being more careful when naming laws?  Is it an inflation law, a climate law, or an insurance law?  As with all laws, it’s complicated so here…

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Oct102022

Annual Sweet and Scary Investment Report

Investment EducationBy Kristi SullivanOctober 10, 2022

Let’s start off with a direct quote for how the October 2021 version of this blog started:  “I guess it’s a good year in the stock market when the worst performing sectors (so far, as of writing this blog on…

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