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Jan122016

Holiday Hangover – How to Pay Off Those Christmas Bills and Get Into Better Spending Habits

Financial Education, Personal FinanceBy Kristi SullivanJanuary 12, 2016

It happens to the most contentious of us.  We say we won’t go overboard on holiday spending (and, let’s face it, eating), but we get caught up in the moment.  Or, your kid asks for something at the last minute…

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Jan52016

More on the new Social Security rules

Financial News, Retirement SavingsBy Kristi SullivanJanuary 5, 2016

Thanks to alert reader and good friend Cameron Morgan of A&I Financial for sending me another good recap of the new Social Security rules.   Again, the new rules affect people who intended to use the File and Suspend method…

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Dec232015

New Year’s Wishes for Your 2016

Financial Education, Fun Stuff, Personal FinanceBy Kristi SullivanDecember 23, 2015

Happy New Year!  As a financial planner I have some hopes for your 2016 to pass along. May you find joy in the free (or very inexpensive) things in life – sunsets, walks with your dog, a home cooked dinner…

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Dec222015

Quotes to bring you holiday cheer

Fun StuffBy Kristi SullivanDecember 22, 2015

“Mail your packages early so the post office can lose them in time for Christmas.” – Johnny Carson   “Christmas is the season when you buy this year’s gifts with next year’s money.” – Author Unknown   “Santa Claus has…

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Dec152015

The Following is Not Good for Your Waist Line or Your Bottom Line. Read at Your Peril.

Fun StuffBy Kristi SullivanDecember 15, 2015

Since this blog will be going out near Christmas, I’m going to skip the heavy mental work and provide you with a heavy recipe instead. They are addictive, high fat, and by the time you buy all of the butter and…

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Dec82015

Social Security Terms – The Last Romance Language

Fun Stuff, Personal Finance, Retirement SavingsBy Kristi SullivanDecember 8, 2015

It occurred to me as I wrote the last blog that I maybe was putting the cart before the horse.  File-and-Suspend strategy is pretty complex and most people don’t understand even the basics of Social Security.  So, here are a…

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