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Jul222019
garage sale

How to Throw the Best Garage Sale

Fun StuffBy Kristi SullivanJuly 22, 2019

That last blog made me think about the best way to get rid of that old crap, er, I mean valuable collections.  Remember, what you get rid of now, your kids won’t have to later.  Plus, it’s summer.  The perfect…

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Jul152019
collections

Your Collections – Trash or Treasure?

Fun StuffBy Kristi SullivanJuly 15, 2019

As part of my fact finding when I meet with a new client, I ask for the value of things like home, autos, boats, jewelry, art, and collections.  The answers vary widely (once a lady had $200,000 in jewelry!), and…

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Jul82019
financial enabling

When Helping Hurts: How to Stop the Cycle of Financial Enabling

Families and FinanceBy Kristi SullivanJuly 8, 2019

I am thrilled to feature a guest writer, Maureen Kelley, over the next few months.  Maureen Kelley has been a financial advisor, private banker and wealth manager for nearly 30 years. A certified family coach and financial therapist, today she…

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Jul22019
SECURE Act

What does SECURE-ity Mean to You?

Financial Education, Retirement SavingsBy Kristi SullivanJuly 2, 2019

Another year, another attempt to fix our retirement laws.  As I write this, the SECURE Act (Setting Every Community Up for Retirement Enhancement) is working its way through the Senate with bi-partisan support. By the time you see this blog…

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Jun272019

What should you do when your grown kid can’t handle their finances?

Families and Finance, Kids and Money, Kristi's QuotesBy Kristi SullivanJune 27, 2019

Check out Kristi’s advice in this Nerdwallet article!   What should you do when your grown kid can’t handle their finances? “Parents want to help their kids — it’s what we do. When those kids are adults, though, our help…

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Jun262019

Setting financial boundaries for grown children

Families and Finance, Kids and MoneyBy Kristi SullivanJune 26, 2019

Often reporters will ask members of the Financial Planning Association for a quote on risks retirees face.  Sure, inflation, medical expenses, lower than expected returns are old favorites, but my answer is typically this:  The biggest risk to some retirees…

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