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Oct262016

What Happens When You Become a Ghoul Yourself?

Personal FinanceBy Kristi SullivanOctober 26, 2016

This time of year we celebrate our dearly departed by dressing up like gorillas and gorging on our kids’ hard won Halloween candy.  But what happens when you actually pass on to the other side?  Have you given thought to…

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Oct252016
Financial Planner

Kristi’s Quotes: The Curmudgeon

Kristi's QuotesBy Kristi SullivanOctober 25, 2016

The Question: Do earnings drive stock prices? We end with a quote that best summarizes our current views on this topic. It’s from Kristi Sullivan, the owner of Sullivan Financial Planning: Click Here

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Oct192016

Ask the Advisor: What you Need to know About Divorce and Money

Ask the Advisor, Personal FinanceBy Kristi SullivanOctober 19, 2016

I recently received a question from someone who wishes to remain anonymous: he and his wife are considering separating and he was wondering about his next step financially – specifically about relocating and what his options are.   Divorce is…

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Oct122016

Your Year End Tax Planning Starts Now!

Personal FinanceBy Kristi SullivanOctober 12, 2016

Think you can wait until December 31st to do tax planning for 2016?  Think again!  Starting your tax to-do’s earlier in the year makes life easier for your CPA, financial advisor, AND you.   Thanks so much to Elizabeth Moore,…

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Oct112016
Financial Planner

Kristi’s Quotes: Is Peer-to-Peer Lending the Future?

Kristi's QuotesBy Kristi SullivanOctober 11, 2016

Thank you, Financial Advisor, for quoting me in this article about peer-to-peer lending! Peer-to-peer lending may serve advisors’ clients on two fronts, experts say. Wealthy clients looking for a high-yield alternative to traditional bonds can invest in funds that pool…

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Oct52016

Fun and Frugal Fashion Ideas from Wardrobe Guru Dana Lynch

Fun StuffBy Kristi SullivanOctober 5, 2016

People often ask, “Kristi, how do I look fabulous while keeping my financial goals on track?”  Okay, that never really happens, but it’s a fun blog topic!  Here are some fashion on a budget tips from my friend and professional…

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