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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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Jan202020
cold weather investments

Baby, It’s Cold Outside! Companies that Profit from Cold Weather

Personal FinanceBy Kristi SullivanJanuary 20, 2020

We are into the misery of winter now.  Short, cold days, runny noses, and lumpy sweaters make you long for a beach vacation.  But what if you could put that vacation money to use in your investments?  What kind of…

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Jan132020

The SECURE Act – what does it mean for you?

Personal Finance, Retirement SavingsBy Kristi SullivanJanuary 13, 2020

After being stuck in the Senate for over 6 months (thanks, as usual, Ted Cruz!), the Setting Every Citizen Up for Retirement Security, aka the SECURE act, was finally signed into law at the end of 2019.   What does…

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Jan92020
financial resolutions

3 Financial Resolutions You Can Keep

Personal FinanceBy Kristi SullivanJanuary 9, 2020

Yes, a recent blog was just making fun of New Year’s Resolutions.  But the new year does feel like a good time to embark on fresh starts, be it health, relationships, or money.  I can only help with one.  …

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  • Dow tumbles 300 points, S&P 500 skids 1.3% as investors eye Fed response to strong U.S economic data
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