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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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Sep82015

Getting Good Financial Advice Regarding Your Divorce

Financial Education, Personal FinanceBy Kristi SullivanSeptember 8, 2015

If you are going through or contemplating a divorce, first of all, I’m sorry.  That is a terrible time for all involved.  Other than custody of minor children, the biggest sticking point is how to divide assets. There are financial…

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Sep12015

Wild is a Mild Word to Describe the Stock Market Lately

Financial Education, Financial News, Investment EducationBy Kristi SullivanSeptember 1, 2015

I don’t like to feed into the media hysteria when it comes to stock market drops.  As I say repeatedly to clients, friends, in this blog, and to my cat, stock market recessions are a normal part of the economy.…

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Aug252015

Investment Advice Fees are Tax Deductible

Financial Education, Personal FinanceBy Kristi SullivanAugust 25, 2015

This article reminded me of another reason it’s better to pay for financial advice separately from high cost investments.  Front-end loads, 12b-1 fees, and annual expense ratios are not tax deductible.  Financial advice such as tax-preparation fees, investment advisory annual…

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