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Oct202015

How Much Should I Be Saving in My Retirement Plan at My Age?

Financial Education, Retirement SavingsBy Kristi SullivanOctober 20, 2015

I have done a ton of retirement plan enrollment meetings in my career. One question that consistently comes up is “How much should I be putting into my work retirement account?” In order to not induce sticker shock, I lay…

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Oct132015

Phased Retirement – It’s what all the cool kids are doing

Financial Education, Retirement SavingsBy Kristi SullivanOctober 13, 2015

The attached article has some great stories about how there is not just one way to retire. While some people consider stopping work as a one-way train to crotchety old age, others keep active and busy with hobbies, grandkids, volunteer…

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Oct62015

Interesting Idea for Emergency Fund Savings

Financial Education, Personal FinanceBy Kristi SullivanOctober 6, 2015

I went to the Financial Planning Association’s annual Symposium in September. This is a great opportunity for financial planners to get new information and catch up with old friends. As usual, it was a great event and I learned lots…

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Sep292015

Charitable Giving Exceeds Pre-Recession Levels

Financial Education, Financial News, Fun StuffBy Kristi SullivanSeptember 29, 2015

Now, this is the kind of news I like to see.  Charitable giving from all sources was $358 billion in 2014, the highest amount since its 2007 peak.  Fifty four percent of the year over year growth from 2013 was…

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Sep222015

Fall is a Great Time to Offer Employee Financial Education

Financial EducationBy Kristi SullivanSeptember 22, 2015

Did you know that financial planners have seasons?  It’s true!  Summer is very slow in my business because people are in a vacation mind-set.  That school calendar is forever embedded in our brains. When fall rolls around, folks are ready…

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Sep152015

Your Plan for College Funding Is Probably Not Happening

College Planning, Financial EducationBy Kristi SullivanSeptember 15, 2015

That’s right, I said YOUR plan, because I already know my kids aren’t getting any athletic or academic scholarships. At a Financial Planning Association meeting I picked up this flyer from the nice folks at College Invest.  In the flyer…

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