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Oct122020

Fave Fall Recipe

Fun StuffBy Kristi SullivanOctober 12, 2020

What is it about fall that makes me think of apples? Caramel apples for Halloween? Remembering the Peanuts characters bobbing for apples in The Great Pumpkin, Charlie Brown? That was a gross activity always, likely never to be done again…

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Oct52020

Managing Emotions During Election Season

Financial Education, Personal Finance, Retirement SavingsBy Kristi SullivanOctober 5, 2020

Am I worried about the upcoming election?  Sure, who wouldn’t be?  No matter where you sit on the political spectrum, you likely think your guy not winning spells the end of the country.   That’s not my particular worry.  The…

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Sep282020

You and Your Brain – Not Always Best Friends

Financial Education, Personal FinanceBy Kristi SullivanSeptember 28, 2020

For someone who never shuts up, you may be surprised that I get frustrated at my ability to communicate.  These days that really hits home when I’m trying to explain to clients why selling all their investments due to stock…

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Sep212020

The Spend Safely Strategy

Financial EducationBy Kristi SullivanSeptember 21, 2020

Recently I took an online class that introduced The Spend Safely Strategy.  As with most training you take, there was some rehashing of stuff I’d heard before, a couple of new nuggets of info, and some new ways of communicating…

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Sep72020

Bad Habits = Higher Retirement Spending

Financial Education, Personal Finance, Retirement SavingsBy Kristi SullivanSeptember 7, 2020

Nothing makes me more stressed than listening to Alison Janey on those Kaiser Permanente commercials encouraging preventative care so that we all “Thrive.”  She’s a highly paid actress.  What about the rest of us who worry about our money lasting…

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Sep22020

Exercise Apps, Second Set!

Fun StuffBy Kristi SullivanSeptember 2, 2020

Who knew my friends were such exercise buffs?  Here, I thought all they did was 12 Ounce Curls.  I got so many good ideas for workout apps, I’m running another series.  It’s the only running I do!   Two people…

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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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