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Jul42022

Personal Inflation Rate

Financial EducationBy Kristi SullivanJuly 4, 2022

If it bleeds it leads and that can certainly be said about the media frenzy around high inflation rates.  Of course, prices are going up and it’s uncomfortable.  But are all your costs going up 8%?  Maybe, maybe not.  …

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Jun272022

Reverse Mortgage Refresher

Financial EducationBy Kristi SullivanJune 27, 2022

With the stock market experiencing painful losses in 2022, you might wish you had another way to pay bills that didn’t involve selling investments while they are down.  If you are a homeowner with more than 50% equity in your…

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Jun202022

Retiree Perks Around the World

Fun Stuff, Retirement SavingsBy Kristi SullivanJune 20, 2022

Having just signed up for AARP (saved me $80 on a hotel reservation!), I got to wondering, what do other countries offer their seniors to make life healthier, happier, and more affordable?   If you get a retirement visa in…

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Jun122022

Three Bad Dad Jokes for Father’s Day

Fun StuffBy Kristi SullivanJune 12, 2022

Where do boats go when they get sick?  To the dock.   What would the Terminator be called in retirement? The Exterminator.   My friend keeps saying “cheer up man it could be worse, you could be stuck underground in…

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Jun62022

Your Three Questions about Recessions Answered

Ask the AdvisorBy Kristi SullivanJune 6, 2022

Yep, it’s been a while since we last had a recession.  And while I don’t know if we are in one now (that’s something you don’t know until it’s over), the 2022 market losses probably feel recession-y to you.  You…

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May312022

Should I or Should I Not Buy I Bonds?

Financial Education, Investment EducationBy Kristi SullivanMay 31, 2022

I bonds are getting a lot of interest because inflation is finally up.  Over the past 10 years, the return has been around 2%-3% average over the long term.   Consider these things about I Bonds: You can only put…

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