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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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Aug242020

How to Make Virtual Back-to-School Special

Fun StuffBy Kristi SullivanAugust 24, 2020

It’s an interesting time to be a parent.  The Groundhog Day of online school bleeding into summer vacation bleeding into online school again leaves little to be excited about.  Do we even shop for school supplies this year?  New shoes…

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Aug172020

5 Free Exercise Apps

Fun StuffBy Kristi SullivanAugust 17, 2020

Getting tired of the same neighborhood walking route?  Looking to freshen up your workout without breaking the bank?  Here, recommended by friends, are 5 exercise programs ideas that are inexpensive and Dr. Brix approved*.   Yoga with Adriene on YouTube…

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Aug102020

Using Annuities in Retirement

Financial Education, Investment Education, Retirement SavingsBy Kristi SullivanAugust 10, 2020

Annuities are a big business.  In 2019 $57.8billion in annuities were sold according to the Insured Retirement Institute.   What’s the appeal?   First, let’s remember that there are many kinds of annuities: Fixed, variable, immediate, and deferred are the…

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Aug32020

Back to School Shopping, Then and Now

Fun Stuff, Personal FinanceBy Kristi SullivanAugust 3, 2020

I recently heard a comedian say that the idea of summer vacation spoils our thinking forever.  It’s true – as an adult, you are always disappointed in the idea you have to work during summer, even though it was such…

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Jul272020

Paying for College? Your Government Wants to Help! A little.

College PlanningBy Kristi SullivanJuly 27, 2020

It’s August, and thoughts often turn to back-to-school.  Whatever that looks like.  For those of us with students at home (and at home, and at home, and at home) or in college (also, possibly at home, darn it), paying tuition…

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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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