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Dec292019

Best and Worst New Year’s Resolutions

Fun StuffBy Kristi SullivanDecember 29, 2019

Ah, the New Year.  Time to start fresh and do all the things you meant to do last year.  If one of your promises is to laugh more (a good vow if ever there was one) look no further than…

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Dec232019
charitable giving distributions

Qualified Charitable Contribution Limits – RMD or IRS?

Financial Education, Personal Finance, Retirement SavingsBy Kristi SullivanDecember 23, 2019

Just a quick reminder for those of you aged 70 ½ and over who are also charitably inclined: There is no better way to gift from a tax standpoint than directly out of your Traditional IRA.  Why? Money that comes…

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Dec232019

Winter Fun on a Budget!

Fun StuffBy Kristi SullivanDecember 23, 2019

By now, your family has been cooped up together for a few days.  People are getting whiny and so are the kids.  You are broke from the gift giving and planning to put an extra $500/year into your 401(k) (see…

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Dec102019

Ho, ho, ho! A retirement holiday gift from the IRS!

Financial EducationBy Kristi SullivanDecember 10, 2019

Attention retirement savers!  For the second year in a row, the employee contribution limit to 401(k)s, 403(b)s, and 457 plans has been raised.  In 2020 you will be able to put $19,500 into your retirement plan.  The amount the employer…

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Dec22019

8-Ingredient Meal for Busy Holiday Evenings

Personal FinanceBy Kristi SullivanDecember 2, 2019

What, a home cooked meal that’s easy and cheap and can save your sanity during the crazy holiday season?  That’s right, your trusty financial planner to the rescue.  Vegans need not read further.   Main dish: (courtesy of Catherine Tidd…

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Nov192019
home modification tax credit

Home Modification Tax Credit

Personal FinanceBy Kristi SullivanNovember 19, 2019

An important part of financial planning is anticipating how you will adapt to the impact of aging or disability. In 2008 the CDC estimated that 13.7% of all adults live with a mobility disability, defined as a serious difficulty walking…

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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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