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Jun82017
sports

What are the Odds? A look at sports scholarships.

College Planning, Families and FinanceBy Kristi SullivanJune 8, 2017

Are you game?   I admit it. Often when we go to my kids’ sports games I bring along a guy who yells at my kids from the sidelines.  He is their father, so I don’t have much choice.  Occasionally,…

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Apr262017
tax refund

Your Tax Refund: What you can do with that extra cash

Financial EducationBy Kristi SullivanApril 26, 2017

Got your tax refund? Let’s go crazy!   Shoot. You know me better than that. The average US tax refund was $2,800 in 2016.  What to do with that mad money?   Here are some ideas, in order, from your…

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Apr252017
Kristi's Quotes

Cost of Living: How much should you be spending on rent?

Financial Education, Kristi's QuotesBy Kristi SullivanApril 25, 2017

If you’re paying more than 28% of your salary on rent…   …you’re paying too much. In this article from Credit.com, I detail how your monthly expenses should be allotted.   Let’s take a look   If you’re like many…

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Apr182017
Kristi's Quotes

Reverse Mortgages: How do you know if it’s right for you?

Financial Education, Kristi's QuotesBy Kristi SullivanApril 18, 2017

Let’s get detailed about reverse mortgages. This isn’t the first time I’ve tackled this subject. But Investopedia recently published a more detailed article (written by yours truly) that provides more information about reverse mortgages and whether or not they’re right…

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Apr122017
Kristi's Quotes

Your Financial Goals: Are you keeping your New Year’s resolution?

Financial Education, Kristi's QuotesBy Kristi SullivanApril 12, 2017

Yes, I know that New Year’s was a few months ago, but I just thought I’d check in and see how you’re doing with all of those financial goals you made at the beginning of the year.   Here’s an…

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Apr122017
cleaning out

Everything But The House: Cleaning out someone’s lifetime of stuff

Families and Finance, UncategorizedBy Kristi SullivanApril 12, 2017

Cleaning Out + Emotions = Feeling Overwhelmed   One of the blogs that I have gotten the most response from was where I implored people to start cleaning out stuff so their kids don’t have to.  Okay, let’s say that…

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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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