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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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Jul152019
collections

Your Collections – Trash or Treasure?

Fun StuffBy Kristi SullivanJuly 15, 2019

As part of my fact finding when I meet with a new client, I ask for the value of things like home, autos, boats, jewelry, art, and collections.  The answers vary widely (once a lady had $200,000 in jewelry!), and…

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Jul82019
financial enabling

When Helping Hurts: How to Stop the Cycle of Financial Enabling

Families and FinanceBy Kristi SullivanJuly 8, 2019

I am thrilled to feature a guest writer, Maureen Kelley, over the next few months.  Maureen Kelley has been a financial advisor, private banker and wealth manager for nearly 30 years. A certified family coach and financial therapist, today she…

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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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