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Jul72025
financial plan

Remember The Plan, Stan!

Financial Education, Personal FinanceBy Kristi SullivanJuly 7, 2025

You know who stresses less about stock market volatility?  People who have a financial plan. According to the Goldman Sachs 2024 Retirement Survey and Insights: 40% of people with a financial plan feel comfortable managing their savings and investments, compared…

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Jun302025

Should You Involve Adult Kids in Your Retirement Planning?

Families and FinanceBy Kristi SullivanJune 30, 2025

Occasionally people ask if they should have their adult children sit in on their retirement planning appointments.  While I am all for meeting the whole family, the answer to this question depends on your situation. For some, letting Junior know…

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Jun232025

How to Lower Your Personal Inflation Rate

Personal FinanceBy Kristi SullivanJune 23, 2025

Times are stressful with rising prices, crazy stock markets, and general world instability.  While you can’t control people starting a trade war, you can control how the fallout affects your bottom line. Here are some ideas on how to lower…

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Jun162025
Retiree Financial Scams

Top Scams That Target Retirees

Financial EducationBy Kristi SullivanJune 16, 2025

Bonnie Parker, of Bonnie and Clyde steal-and-murder infamy was asked why she robbed banks.  She reportedly replied, “I rob banks because that’s where the money is.” And so it goes with scammers and retirees.  Older people are a great target…

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Jun92025

5 Funny Quotes about Father’s Day

Fun StuffBy Kristi SullivanJune 9, 2025

Taking a break from the heavy financial stuff to celebrate Dads!    “Remember: What Dad really wants is a nap. Really.” —Dave Barry   “When I was a boy of 14, my father was so ignorant, I could hardly stand…

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Jun22025

The Student Loan Crunch

College Planning, Financial EducationBy Kristi SullivanJune 2, 2025

Nope, that is not the name of a delicious new candy bar with chocolate, Rice Krispies, pretzels, salted caramel, and almonds.  I wish, and if anybody decides to manufacture this terrific idea, please let me know where to buy them.…

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