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Feb12017
retirement

Do You Know When You’re Going to Die?

Financial Education, Personal Finance, Retirement SavingsBy Kristi SullivanFebruary 1, 2017

How long will your savings last?   What an uplifting question!   But in retirement planning, it is probably the MOST IMPORTANT question and the most impossible to answer.  If we all knew how long our savings would need to…

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Feb12017
Financial Planner

I Was Promoted by an Ass!

In the News, Kristi's QuotesBy Kristi SullivanFebruary 1, 2017

I was thrilled to be named one of Credit Donkey’s Best Investing Blogs for 2016: With so many investing sites out there clogging the Internet with fluff and unclear directives, you can easily get lost. We help you find your…

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Jan252017
gym membership

How’s That New Gym Membership Working Out?

Financial Education, Fun Stuff, Personal FinanceBy Kristi SullivanJanuary 25, 2017

According to a survey of 5,000 people by GoBankingRates in 2016 the top five New Year’s Resolutions were:   Enjoy Life to the Fullest Live a Healthier Lifestyle Lose Weight Spend more time with family and friends Spend less, save…

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Jan242017
Financial Planner

Kristi’s Quotes: The Chicago Tribune Asks Kristi about Retirement!

Kristi's Quotes, Retirement SavingsBy Kristi SullivanJanuary 24, 2017

Working for yourself means giving up certain benefits, like a workplace retirement plan. But when it comes to saving for old age, you still have plenty of choices.   Which retirement account you choose depends on how much you earn…

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Jan182017
Social Security

Social Security and Numbers to Know in 2017

Financial News, Personal Finance, Retirement SavingsBy Kristi SullivanJanuary 18, 2017

Sorry, this is not like a fortune cookie where I reveal your lucky numbers (“Confucius says buy stocks on days 14, 28, 200, and 360 of the year.”).  Rather, here is a quick update on new retirement savings limits and…

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Jan172017
Financial Planner

Kristi’s Quotes: 15 Signs You Need a Financial Planner

Financial Education, Kristi's Quotes, Personal FinanceBy Kristi SullivanJanuary 17, 2017

Financial planning is the process by which a person or family works with a financial professional to set goals, financial and otherwise, and to develop a plan for meeting them. A Certified Financial Planner™ (CFP®) is trained to develop a…

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