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Jan112017
tax season

Tax Season: To Report or Not to Report?

Financial EducationBy Kristi SullivanJanuary 11, 2017

This one goes out to all you small business owners out there.  We are gearing up for tax season and your CPA is likely giving you the following advice:   Report as little income to yourself as possible to avoid…

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Jan42017

Baby, it’s Cold Outside! Budget Friendly Freezing Fun

Families and FinanceBy Kristi SullivanJanuary 4, 2017

As we head into shorter, colder days, what are some things you can do to keep Old Man Depression away but not break the bank?  These ideas will warm you like a comfy sweater!   Rent snowshoes and go for…

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Jan42017
Financial Planner

Kristi’s Quotes: Marcum Financial Services Asks About Retirement!

Kristi's Quotes, Retirement SavingsBy Kristi SullivanJanuary 4, 2017

Marcum Financial Services quotes Kristi on the 10 Steps to Achieve Your Retirement Goals.   From Social Security to saving, these tips can help make your money last. Everybody wants to be safe from the buffeting that life can inflict…

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Dec282016
financial

Five Financial New Year’s Resolutions

Financial EducationBy Kristi SullivanDecember 28, 2016

Happy almost 2017!  Below is my annual financial to-do list to help you achieve a more prosperous balance sheet in the New Year.   1:  Use an online tool or app to track your spending.  Try to cut one discretionary…

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Dec252016
Financial Planner

Kristi’s Quotes: Will a New Year’s Resolution Help Your Retirement?

Kristi's QuotesBy Kristi SullivanDecember 25, 2016

Striving to improve our lives is part of being human. We all have things, personal and professional, we want to accomplish, goals we want to achieve, things we want to change about ourselves. That’s why we have the New Year’s…

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Dec212016

Are you a last minute shopper or a planner?

Fun StuffBy Kristi SullivanDecember 21, 2016

Let’s face it there are just some traits you are born with.  For example, you are either a runner or not a runner.   I fall firmly in the not runner camp.  You are a dog/cat/reptile/no-pet person.  You are a saver…

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