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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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Apr222019
April Showers

April Showers – yada, yada, yada

Fun StuffBy Kristi SullivanApril 22, 2019

It’s time to start thinking about your summer garden plans.  Here are 3 tips that are easy and inexpensive to beautify your outdoors.   Recycle for outdoor art “Unwanted light fixtures, wooden barrels, hat boxes, wicker baskets, beer crates and…

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Apr152019
Easter quotes

5 Funny quotes about Easter

Fun StuffBy Kristi SullivanApril 15, 2019

Easter shopping tip: When buying your daughter that frilly new Easter dress, try to visualize how it’ll look with chocolate and grass stains all over it. ~ Melanie White   Easter is the only time of the year when it’s perfectly…

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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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