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Nov292016
Financial Planner

Kristi’s Quotes: Holiday Advice on Forbes.com!

Kristi's QuotesBy Kristi SullivanNovember 29, 2016

Kristi Sullivan says all you need to know about common holiday family dynamics is in the movie National Lampoon’s Christmas Vacation.  “It has all of the elements: The pressure of putting on the perfect family holiday; feeling like you’ve overspent on gifts,…

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Nov232016

Ask the Advisor – Should I refinance my mortgage to pay my holiday bills?

Ask the AdvisorBy Kristi SullivanNovember 23, 2016

Ah, the holidays.  A time when you want to spend more money than usual, but your bills and paycheck stay the same.  According to the ubiquitous ads on the radio, you should be refinancing your mortgage and all of your…

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Nov222016
Financial Planner

Kristi’s Quotes: A Quote on AmericanPrivateWealth.com

Ask the AdvisorBy Kristi SullivanNovember 22, 2016

Read it if you can!  I can only seem to find this article in photograph form, but it justifies all of my shopping trips, so I wanted to share.  Click here for more.

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Nov192016
Roth IRA

CNBC.com Quotes Kristi about 401(k)s!

Financial News, In the News, Kristi's Quotes, Retirement Savings, UncategorizedBy Kristi SullivanNovember 19, 2016

During the excitement that comes with taking a new job, make sure you don’t forget about the retirement money you socked away in your former employer’s 401(k) plan. “People in their working years tend to switch jobs a lot and…

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Nov162016

Ten Things I for Which I am Grateful This Thanksgiving

Families and Finance, Fun StuffBy Kristi SullivanNovember 16, 2016

I think this is the blog where I am supposed to gush about my wonderful family and brag to you about all of my successes in 2016.  Gobble, gobble, who wants to read that?  So, in no particular order:  …

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Nov152016
Financial Planner

Kristi’s Quotes: A Message to Caregivers

Kristi's QuotesBy Kristi SullivanNovember 15, 2016

While it may be tempting to drop certain commitments and handle all of the caregiving needs alone, it can sometimes have devastating effects on an adult child professionally, personally, and financially. According to the Family Caregiver Alliance, more caregivers are…

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