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Apr202020

Interview with a Vampire: Questions You Should Ask Your Potential Financial Adviser

Financial Education, Personal FinanceBy Kristi SullivanApril 20, 2020

Recently a prospective client sent an e-mail with some questions he wanted answered before engaging a financial adviser.  I thought others might share these same questions, maybe about me or even other advisers they have. Here, with permission and a…

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Apr152020

The COVID-19 Retirement Readiness Quiz

Fun StuffBy Kristi SullivanApril 15, 2020

Eating my third breakfast of the day at I-don’t-know-what-o’clock, I had a frightening realization:  Is this pandemic quarantine what my retirement will be like?   Clearly, I’m not the only one thinking about it.  From memes all over Facebook to…

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Apr72020

What to spend first, what to spend last, if my income drops?

Financial Education, Personal FinanceBy Kristi SullivanApril 7, 2020

Many people are looking at a drop or loss of income due to the coronavirus shutting down 25% of the economy.  I’ve been reading about hardships for everyone from optometrists to restaurant workers to minor league baseball players.  If your…

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Apr12020

Are You Being CARES For?

Financial Education, Financial News, Personal FinanceBy Kristi SullivanApril 1, 2020

After the usual partisan haggling, Washington has presented citizens with the Coronavirus Aid, Relief, and Economic Security Act, cleverly known as CARES.*  What does it mean for you?  Here, as usual, are the very broad strokes of the Act that…

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Mar252020

You Have Finances, Why Not a Financial Planner?

Financial Education, Personal FinanceBy Kristi SullivanMarch 25, 2020

If this pandemic has taught us anything it is that everyone has questions, problems, goals, victories, losses, fears, gains, excitement, despair, greed, generosity, and insecurity about money.  You don’t have to be poor to worry about money or rich to…

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Mar182020

What is Kristi Doing During This Downturn?

Financial NewsBy Kristi SullivanMarch 18, 2020

In case you are wondering what goes through the mind of financial advisers during brutal stock market downturns, here is a peek behind the curtain. Obviously, just me, I can’t speak for all my adviser friends.   Feeling #1: Discouraged.…

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RSS Personal Finance News from MarketWatch
  • Dow tumbles 300 points, S&P 500 skids 1.3% as investors eye Fed response to strong U.S economic data
  • Dow, S&P 500 finish lower Thursday, kick off final month of a brutal year on a down note
  • Neuberger wins clearance to manage assets in China for Chinese residents
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