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Sep72019
combining finances

Love and Money: Two To-Do’s for Fewer Financial Fights

Families and Finance, Financial EducationBy Kristi SullivanSeptember 7, 2019

Whether you are newly merging finances with your sweetie, or have been married for many years, money disagreements are bound to arise.  It’s okay to disagree about money, but the important thing is to communicate and come to a compromise…

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Aug192019
moving after retirement

The Clash (and Retirees) Ask: Should I Stay or Should I Go?

Families and FinanceBy Kristi SullivanAugust 19, 2019

A dilemma facing some people as they transition to retirement is where to live once their career no longer ties them to a certain town.  Do you move to be near your grown kids?  Look for warmer weather?  Create the…

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Aug122019
climate change

Baby, It’s Hot Outside: Climate Change and Investing

Financial Education, Personal FinanceBy Kristi SullivanAugust 12, 2019

Whether you are a climate change embracer or denier (and please, I don’t need to know), there is no disputing this has been one hot summer.  And excessive heat is dangerous, being responsible for 134 deaths per year on average…

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Aug52019
female breadwinner

Female Breadwinners: The Emotional Impact of Changing Gender Roles – Part 2

Families and FinanceBy Kristi SullivanAugust 5, 2019

Welcome back to guest blogger Maureen Kelley! Maureen is a passionate advocate for empowering and engaging women to have healthy relationships with money. For more information visit: www.madreandfamily.com.  We pick up from last week’s article about managing couples managing their…

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Jul302019
female breadwinner

Female Breadwinners: The Emotional Impact of Changing Gender Roles – Part 1

Personal FinanceBy Kristi SullivanJuly 30, 2019

Welcome back to guest blogger Maureen Kelley!   Maureen has been a financial advisor, private banker and wealth manager for nearly 30 years. A certified family coach and financial therapist, today she helps people with conversations and challenges beyond the…

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Jul222019
garage sale

How to Throw the Best Garage Sale

Fun StuffBy Kristi SullivanJuly 22, 2019

That last blog made me think about the best way to get rid of that old crap, er, I mean valuable collections.  Remember, what you get rid of now, your kids won’t have to later.  Plus, it’s summer.  The perfect…

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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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