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Mar62023

WTF (What the Finance) is the Fiduciary Rule?

Ask the AdvisorBy Kristi SullivanMarch 6, 2023

This blog is thanks to an alert reader who asked me the question about why all financial planners are not required to be fiduciaries.  I’m ALWAYS looking for blog topics, so please e-mail me your questions! First, what is a…

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Feb272023

Guest spotlight! Interview with Ladicia Grosch

Financial EducationBy Kristi SullivanFebruary 27, 2023

This week I’m thrilled to share the expertise about life insurance of Ladicia Grosch, COO and Principal of Bridge Life, LLC.    Ladicia partnered in creating Bridge Life in 2012.  She has worked in the wealth transfer and life insurance industry…

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Feb202023

WTF (What the Finance) is IRMAA?

Financial EducationBy Kristi SullivanFebruary 20, 2023

For those of you reading this to learn more about the Queen of Soul, Irma Thomas, get used to disappointment. If, however, you are hoping for a riveting read about Medicare premiums, you are in luck! IRMAA stands for Income-Related…

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Feb132023

To RMD or Not to RMD…

Financial Education, Retirement SavingsBy Kristi SullivanFebruary 13, 2023

…in the first year?  That is a question.  Not THE question – surely there are more important questions in life.  But, with the new SECURE Act 2.0 moving the Required Minimum Distribution start date out yet another year, that old…

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Feb62023

OMG, My Student is Now an Adult!

College Planning, Financial Education, Retirement SavingsBy Kristi SullivanFebruary 6, 2023

As the parent or grandparent of young children, you might be thinking about the best way to save for college.  529 plans, introduced in the 1990s, are a great way to shelter investment for college from taxes.  BUT, as with…

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Jan302023

Time for a New SECURE-ity Blanket?

Financial Education, Financial News, Personal Finance, Retirement SavingsBy Kristi SullivanJanuary 30, 2023

That’s right folks, our elected officials got something done in 2022 that has bearing on your everyday life.  The passage of the SECURE Act 2.0 brings up some interesting planning opportunities for your finances. Since the name of my blog…

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