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Apr52017
Environmental Investing

Environmental Investing: How Do I Invest in Global Warming?

Financial Education, Financial NewsBy Kristi SullivanApril 5, 2017

Ski season is over for the Sullivan family and it was a warm one.  It was still fun, but we were skiing on slush as early as February.  Not to get political, but this global warming debate is all fun…

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Apr42017
Kristi's Quotes

From Money.com: 3 Tips for Seniors Looking to Make Extra Income

Kristi's QuotesBy Kristi SullivanApril 4, 2017

I was thrilled to be included in this article from Money.com about seniors who are ready to retire from a full-time job…but who might want to keep working a job that will allow them to stay active. I talk about…

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Mar282017
Kristi's Quotes

Kristi’s Quotes: Do you know what a FED rate hike means?

Financial Education, Kristi's QuotesBy Kristi SullivanMarch 28, 2017

Kristi was asked by KHOU News in Houston…what does a FED hike mean to the average American? Here’s what you should know. Consumers should be aware of the rate hike for a simple reason: Lenders and banks base their interest…

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Mar222017
saved

How much should I have saved for at my age?

Financial Education, Retirement SavingsBy Kristi SullivanMarch 22, 2017

What’s the magic number?   Forgive me if I’m like the drunk at a party and I’ve already said this to you before.  But it’s come up in a bunch of client meetings lately, so I’m going to tell you…

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Mar212017
Kristi's Quotes

Kristi’s Quotes: How much rent can you afford?

Financial Education, Kristi's QuotesBy Kristi SullivanMarch 21, 2017

When Credit.com asked Kristi her advice on how to determine how much rent someone can afford, she offered this advice: Consider your expenses. If you’re like many Americans, you have debt. This is especially prevalent among young college grads. That…

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Mar152017
Roth IRA

Roth IRA vs. Traditional – Which Is Right For You?

Financial Education, Investment Education, Retirement SavingsBy Kristi SullivanMarch 15, 2017

Have you saved for 2016?   April 15th looms and for those of you who haven’t saved for 2016, time is running out.  As if that pressure isn’t enough, you have to decide what kind of retirement account to use.…

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