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Mar222017
saved

How much should I have saved for at my age?

Financial Education, Retirement SavingsBy Kristi SullivanMarch 22, 2017

What’s the magic number?   Forgive me if I’m like the drunk at a party and I’ve already said this to you before.  But it’s come up in a bunch of client meetings lately, so I’m going to tell you…

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Mar212017
Kristi's Quotes

Kristi’s Quotes: How much rent can you afford?

Financial Education, Kristi's QuotesBy Kristi SullivanMarch 21, 2017

When Credit.com asked Kristi her advice on how to determine how much rent someone can afford, she offered this advice: Consider your expenses. If you’re like many Americans, you have debt. This is especially prevalent among young college grads. That…

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Mar152017
Roth IRA

Roth IRA vs. Traditional – Which Is Right For You?

Financial Education, Investment Education, Retirement SavingsBy Kristi SullivanMarch 15, 2017

Have you saved for 2016?   April 15th looms and for those of you who haven’t saved for 2016, time is running out.  As if that pressure isn’t enough, you have to decide what kind of retirement account to use.…

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Mar82017
small business owner

Retirement Plans for the Small Business Owner

Financial Education, Retirement SavingsBy Kristi SullivanMarch 8, 2017

Want to sell your business for $1billion?   At the heart of the small business owner is the hope that someone will come along and buy his business for exactly the right amount of money to retire to the Caribbean. …

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Mar72017
Kristi's Quotes

Kristi’s Quotes: When do you need a financial planner?

Financial Education, Kristi's QuotesBy Kristi SullivanMarch 7, 2017

Kristi helps the Financial Planning Association figure out when it’s the right time to hire a professional financial planner. 15 Signs You Need a Financial Planner   You wouldn’t depart for an important trip without a clear idea of how…

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Mar12017
reverse mortgage

Reverse Mortgage – Not a Dirty Phrase Anymore

Financial Education, Personal Finance, Retirement SavingsBy Kristi SullivanMarch 1, 2017

The Reverse Mortgage   Chances are high that when I mention the idea of a reverse mortgage to clients, I’ll be met with a very sour expression.  I think this is because of the impression that these instruments are expensive…

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