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Jan32022

New Year, New Car?

Financial Education, Personal FinanceBy Kristi SullivanJanuary 3, 2022

With supply shortages in all areas of the economy, one of the biggest attention grabbers is the lack of car inventory.  Today, I’m happy to interview Patsy Butterfield of H.M. Brown and Associates to get her perspective on buying a…

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Dec272021

Three Financial New Year’s Resolutions

Personal FinanceBy Kristi SullivanDecember 27, 2021

Some people think New Year’s Resolutions are lame.  Others find them terrifying.  I, being an Upholder (from The Four Tendencies – read it already!) cannot help but make resolutions when society tells me I’m supposed to.  If you are in…

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Dec202021

5 Surprising Items You Can Pay for With Your Health Savings Account

Financial Education, Personal FinanceBy Kristi SullivanDecember 20, 2021

If one of your 2022 resolutions (more on those next week) is to focus on your physical health, your financially healthy choices may help.  Health Savings Accounts (available to those participating in an H.S.A Qualified High Deductible health insurance plan)…

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Dec132021

5 Funny Quotes About the Holidays

Fun StuffBy Kristi SullivanDecember 13, 2021

“Santa Claus has the right idea. Visit people once a year.”—Victor Borge.   “Christmas is a baby shower that went totally overboard.”—Andy Borowitz.   “A Hanukkah miracle would be feeling confident that you spelled Hanukkah correctly” – anonymous   “Most…

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Dec62021

Three (and a half) Things to Know About Charitable Gifting

Financial Education, Personal FinanceBy Kristi SullivanDecember 6, 2021

For some reason, people tend to wait until just before year-end to do their big charitable gifts.  I’m no different, but I wish I were.  I guess it goes along with tax planning and maybe not knowing your financial situation…

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Nov292021

Surprise! Your Budget is Busted Again

Financial Education, Personal FinanceBy Kristi SullivanNovember 29, 2021

Just in time for holiday shopping, I want to discuss a new term I’ve learned:  Exceptional Accounting.  Thanks to an interesting podcast by Dr. Katy Milkman titled Expect the Unexpected, I now have a name for when people tell me…

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Kristi Sullivan, CFP®, is your trusted partner in financial planning. With 27 years of expertise and a commitment to personalized service, Kristi helps clients navigate the complexities of wealth management, retirement planning, and investment strategies.

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