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Oct212019

The Gini Index – Not a measure of how many Jennifers you know

Financial EducationBy Kristi SullivanOctober 21, 2019

Continuing from last week, here is another thing I learned at the Investment News Women’s Advisor Summit:  The Gini Index of Inequality.   Think all this talk about income inequality is new?  Not so!  Corrado Gini created a measure of…

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Oct142019

Why Can’t We Be Friends? Why I Love Being Facebook Friends with my Clients

Fun StuffBy Kristi SullivanOctober 14, 2019

    Recently I attended the Investment News Women’s Advisory Summit.  It was a great chance to see old friends, meet new ones, and learn about what’s happening in my business.   You’ve all been to work conferences where there…

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Oct72019

Top Money Tips When You Land Your First Job

Financial Education, Personal FinanceBy Kristi SullivanOctober 7, 2019

Congratulations!  You’ve landed your first grown-up J-O-B.  I’m sure your parents are thrilled.   Now what?  There is a bewildering array of benefits to understand and lots of advice flying your way.  Here is a little quick advice that may help…

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Sep302019

Financial Tips for the Gig Economy

Financial Education, Personal FinanceBy Kristi SullivanSeptember 30, 2019

Nine-to-Five jobs with desks and paid vacation and retirement benefits are not going away, contrary to what you read.  However, more and more people are choosing to freelance or work several jobs instead of a more traditional career path.  If…

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Sep232019

Money Moves if You are Divorcing

Families and Finance, Financial EducationBy Kristi SullivanSeptember 23, 2019

Last week, I wrote about losing a partner to death.  This week’s blog offers two ideas for when you are losing a partner to the other Big D: DIVORCE.   So you are feeling sad, angry, lonely, and unmotivated.  Too…

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Sep152019

Top 2 Money Tips if You Have Lost A Life Partner

Families and Finance, Financial EducationBy Kristi SullivanSeptember 15, 2019

Losing a partner  is one of the hardest transitions in life.  Whether you are in your 20s or 90s, you are dealing with grief and that is often compounded by money worries.  They say the only certain things in life…

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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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