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The Four Tendencies: Obligers as Investors

Financial Education, Fun StuffBy Kristi Sullivan

Obligers are the most common of the Four Tendencies.  They tend to make fabulous friends, co-workers, family members, and spouses.  That is because, “they tend to meet deadlines, keep their promises and follow through for others.”   Where Obligers struggle…

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The Four Tendencies: Upholders as Investors

Financial Education, Fun Stuff, UncategorizedBy Kristi Sullivan

First of all, did you take the quiz?  Click here if you want to take it now.   Upholders will have taken the quiz because I asked them to, and they are curious about themselves.  Obligers will have taken the…

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What’s Your Investment Tendency?

Financial Education, Fun StuffBy Kristi Sullivan

Alert, Dear Readers, I have found religion!  No, it is not the International Church of Cannabis that is walking distance from my house.  The Good Book to which I near constantly refer is Gretchin Rubin’s The Four Tendencies.   This…

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A Lean, Mean, Small Business Machine

Financial Education, Fun StuffBy Kristi Sullivan

Being the ultimate in small businesses, a company of one, I’m always thinking of ways to have higher profit margins without sacrificing customer service or constantly raising prices.  Sound familiar?  So, here are three ideas from that awesome business coach,…

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Three Reasons a Retiree Might Consider Roth Conversions

Investment Education, Retirement SavingsBy Kristi Sullivan

As a fair and balanced blog writer, this week I am following up a blog about why retirees should not worry about Roth conversions with three reasons why such a move could be a good idea.   It’s a nice…

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Three Reasons Why Roth Conversions Don’t Make Sense for Retirees

Financial Education, Personal Finance, Retirement SavingsBy Kristi Sullivan

There is so much talk, writing, podcasting, etc. on Roth conversions these days.  Ultimately, I don’t feel doing Roth conversion (or not) will materially impact the retirement cash flow of 90% retirees.  It might affect their estate plan, but that’s…

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