Recently I’ve been telling you about the part of my business where I go to groups (employers, conferences) and meet with people for short one-on-one financial planning sessions. Here are a few success stories that I am proud of having…
I recently had friend ask me this question. The answer is “yes, you can, but I wouldn’t recommend it.” There are main reasons for this: Investments: 529 College Savings plans are generally invested in pre-packaged funds whose aggressiveness is based…
First, let’s talk about what a parent is NOT to do. Please do not stop saving for retirement, or worse, take money out of your retirement accounts to pay for your kids’ college expenses. You have only one shot at…
A couple of weeks ago, I introduced my education services for the first time in the blog. Just to let you know, the financial education provided by Sullivan Financial Planning goes beyond pre-retirement planning. Other engaging and helpful topics that…
People must be feeling good about the economy because second home ownership is on the rise again. Vacation home sales increased over 10% in 2012 and 11% of home purchases were second home in that year.* Some folks find their…
Let’s take a moment of silence to remember the pension. We dearly miss that well-loved, but ultimately unstainable stream of lifetime income that employers used to supply loyal workers in retirement. Now what? Employers have punted the responsibility of lifetime…
Have you ever seen someone struggling with their finances and wanted to help?
Do you feel as a parent or partner your financial advice is ignored because it just sounds like another lecture?
Are you looking for a unique gift that is practical and can have long-lasting benefits?
Look no further.
Providing an hour with a Certified Financial Planner ™ is a meaningful gift that can benefit many people in your life!
