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Nov292021

Surprise! Your Budget is Busted Again

Financial Education, Personal FinanceBy Kristi SullivanNovember 29, 2021

Just in time for holiday shopping, I want to discuss a new term I’ve learned:  Exceptional Accounting.  Thanks to an interesting podcast by Dr. Katy Milkman titled Expect the Unexpected, I now have a name for when people tell me…

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Nov222021

5 New Things I Learned at the FPA Symposium

Financial Education, Personal FinanceBy Kristi SullivanNovember 22, 2021

You might think that after 26 years in financial services I would know everything there is to know about personal finance.  Just kidding, of course you don’t think that and neither do I.  That’s why I try to attend the…

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Nov152021

5 Key Phrases to Use When Searching for a Financial Advisor

Financial EducationBy Kristi SullivanNovember 15, 2021

The bad news:  Financial advisors are not one-size fits all, so it takes a few calls to find the right one for you.  You may not need the same financial advice for all the phases of your life.  So, if…

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Nov82021

Too Much Time On My Hands?

Fun StuffBy Kristi SullivanNovember 8, 2021

How much is too much time?  No, I’m not talking about time on the Earth. More like free time all by yourself.  Thanks to alert reader and fellow financial planner Cameron Morgan, we have an answer!   Cameron kindly sent…

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Nov12021

It’s Not a Bear Market for Canned Pumpkin!

Fun StuffBy Kristi SullivanNovember 1, 2021

Once again, the rumors of a pumpkin shortage have been proven false.  Whew!  Now, if only I could find Topo Chico mineral water consistently.   What to do with your prized Libby can this holiday season?  Want to be more…

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Oct252021

5 Laughs and a Recipe

Fun StuffBy Kristi SullivanOctober 25, 2021

Ahhh, Halloween, the funniest holiday of the year.  Well at least according to these people.   “Halloween was confusing. All my life my parents said, ‘Never take candy from strangers.’ And then they dressed me up and said, ‘Go beg…

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