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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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Jul202020

What Is Your Risk Tolerance – Really?

Financial Education, Investment EducationBy Kristi SullivanJuly 20, 2020

The financial services industry has for years been collectively handwringing about how to measure clients’ real feelings about stock market volatility.  The problem starts with the language we use.  It continues with the overconfidence of people when markets are good.…

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Jul132020

Hot Jobs During the Pandemic

Families and Finance, Personal FinanceBy Kristi SullivanJuly 13, 2020

Tens of millions of Americans have filed for unemployment since March.  Everyone from optometrists to octopi at the local aquarium have seen demand drop for their services as people stay home to stay safe.  If you need income while your…

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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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