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Sep232019

Money Moves if You are Divorcing

Families and Finance, Financial EducationBy Kristi SullivanSeptember 23, 2019

Last week, I wrote about losing a partner to death.  This week’s blog offers two ideas for when you are losing a partner to the other Big D: DIVORCE.   So you are feeling sad, angry, lonely, and unmotivated.  Too…

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Sep152019

Top 2 Money Tips if You Have Lost A Life Partner

Families and Finance, Financial EducationBy Kristi SullivanSeptember 15, 2019

Losing a partner  is one of the hardest transitions in life.  Whether you are in your 20s or 90s, you are dealing with grief and that is often compounded by money worries.  They say the only certain things in life…

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Sep72019
combining finances

Love and Money: Two To-Do’s for Fewer Financial Fights

Families and Finance, Financial EducationBy Kristi SullivanSeptember 7, 2019

Whether you are newly merging finances with your sweetie, or have been married for many years, money disagreements are bound to arise.  It’s okay to disagree about money, but the important thing is to communicate and come to a compromise…

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Aug192019
moving after retirement

The Clash (and Retirees) Ask: Should I Stay or Should I Go?

Families and FinanceBy Kristi SullivanAugust 19, 2019

A dilemma facing some people as they transition to retirement is where to live once their career no longer ties them to a certain town.  Do you move to be near your grown kids?  Look for warmer weather?  Create the…

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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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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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