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Jan202020
cold weather investments

Baby, It’s Cold Outside! Companies that Profit from Cold Weather

Personal FinanceBy Kristi SullivanJanuary 20, 2020

We are into the misery of winter now.  Short, cold days, runny noses, and lumpy sweaters make you long for a beach vacation.  But what if you could put that vacation money to use in your investments?  What kind of…

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Jan132020

The SECURE Act – what does it mean for you?

Personal Finance, Retirement SavingsBy Kristi SullivanJanuary 13, 2020

After being stuck in the Senate for over 6 months (thanks, as usual, Ted Cruz!), the Setting Every Citizen Up for Retirement Security, aka the SECURE act, was finally signed into law at the end of 2019.   What does…

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Jan92020
financial resolutions

3 Financial Resolutions You Can Keep

Personal FinanceBy Kristi SullivanJanuary 9, 2020

Yes, a recent blog was just making fun of New Year’s Resolutions.  But the new year does feel like a good time to embark on fresh starts, be it health, relationships, or money.  I can only help with one.  …

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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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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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