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Jul62020

Cool Cheap Thrills

Families and Finance, Fun StuffBy Kristi SullivanJuly 6, 2020

Welcome to summertime during a pandemic!  Chances are you are feeling stretched financially, your kids are bored with no camps to attend, you have to download an app to go to the ice cream store, and your neighborhood pool might…

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Jun292020

Your (Financial) Independence Day

Financial Education, Personal Finance, Retirement SavingsBy Kristi SullivanJune 29, 2020

Some people really want to retire.  Umbrella drinks on the beach, unlimited time to knit, tee times during non-peak hours, and never skiing on a weekend again.  Sounds great, right?   Not for everyone.  More and more, clients tell me…

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Jun222020

What is Your New Reality?

Personal FinanceBy Kristi SullivanJune 22, 2020

The COVID crises reminds me of 9/11 in some ways.  Things we never thought we’d do before (strip to nearly naked in the security line, anyone?) became second nature quickly.  If you had told me 6 months ago that I’d…

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Jun152020

How Will You Recover from 2020?

Personal FinanceBy Kristi SullivanJune 15, 2020

  This is the second in our three Rs series about coming out of 2020 with our sanity and finances intact.  Today we talk about Recovery.   Personal Remember that setbacks happen to everyone. If you lost your job or…

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Jun82020

Resilience in the Face of Uncertainty

Financial Education, Personal FinanceBy Kristi SullivanJune 8, 2020

We’ve all heard the phrase “hindsight is 2020.”  There are tons of memes floating around alluding to getting the year 2020 in our rearview mirror, and I have to agree.   One thing you may be feeling lately is fragile. …

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Jun32020

The Three R’s of 2020

Personal FinanceBy Kristi SullivanJune 3, 2020

So, how’s your 2020 been?  As I write this blog, I’m getting used to yet another blow to personal freedom, the 9pm curfew. Even my parents didn’t have me home that early in my not-so-rebellious teenage years.   It is…

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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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