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Jun102019
second home

A Second Home – to Buy or Not to Buy?

Personal FinanceBy Kristi SullivanJune 10, 2019

For about the first 10 years of our marriage, every time my husband and I traveled somewhere for vacation, we would immediately start talking about how we could buy a house in the wonderous place we discovered.  Whether in Lake…

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Jun52019
summer fun for seniors

Summer Fun for Seniors

Fun StuffBy Kristi SullivanJune 5, 2019

Around this time every year, I usually list some fun summer activities for families with kids.  Why should kids have all the fun?  Here are some fun ideas you older-and-wiser friends to brighten your summer!   Take a water aerobics…

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May272019
summer jobs for teenagers

Top summer jobs for teenagers

Families and FinanceBy Kristi SullivanMay 27, 2019

School is almost out and the dilemma for parents of teenagers is this:  Do I pay someone (basketball camp, STEM camp, theater camp, etc.) to take my kid off my hands while I work?  Or do I get someone to…

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May202019
who needs life insurance

Life Insurance – Do you even need it?

Financial Education, Personal FinanceBy Kristi SullivanMay 20, 2019

I’m running across more young people who have been sold (tricked into?) whole life insurance policies.  These are insurance products that you pay into for the rest of your life.  Your heirs get a death benefit, and cash value accumulates…

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May132019
Mental illness and money

What’s on my mind? Mental illness and money

Financial EducationBy Kristi SullivanMay 13, 2019

What a transition to high school it has been for our family.  Just when we think our son can’t surprise us with another unpleasant habit or friend or action, he does!  At the root of it is depression and anxiety,…

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Apr302019
new website

Check out my new website!

Fun StuffBy Kristi SullivanApril 30, 2019

I am so excited to announce my new and improved website!   Thanks to Laura Bean of One Stop Ops for designing and making the new site work. Willy Wilson of Life Unstill Photography did her best to make me…

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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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