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Kristi’s Quotes: CNBC.com Asks Kristi about Retirement Planning

Kristi's QuotesBy Kristi Sullivan

CNBC.com says: When people reach their 50s, a common realization is how close retirement is getting — and how far they are from having enough money to enjoy life after work. While they know more of their money should end…

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Financial Planner

Kristi’s Quotes: Wine as an Investment?

Kristi's QuotesBy Kristi Sullivan

Kristi Sullivan, owner of Sullivan Financial Planning, hasn’t had any clients asking her about wine investing yet, but she would likely steer them in a different direction. “I think of wine collecting as more of a hobby than an investment,” she…

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Fun Ways to Keep the Holidays on Budget

Financial EducationBy Kristi Sullivan

There’s only so much lecturing I can do about budgeting so you can save for longer term goals.  So, I brought in someone else to do the lecturing for me!  Carol Craigie, CFP ®, is the Managing Partner of Fiscal…

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Financial Planner

Kristi’s Quotes: How to care for two parents at once without going broke

Kristi's QuotesBy Kristi Sullivan

Being that it’s the New Year and everyone is talking about their goals and desires, it’s the perfect time to have the talk. Don’t let the opportunity slip by to discuss your parents’ expectations, should illness arrive. Find out if…

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Selling Your Ho-Ho-Home During the Holidays – Gift or Coal in the Stocking?

Financial EducationBy Kristi Sullivan

What if instead of heading home for the holidays, you need to sell your home for the holidays? For this week’s edition, I went to real estate expert Renee Cohen of Coldwell Banker to find out if selling a house…

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Financial Planner

Kristi’s Quotes: Job Changes and 401(k)s

Kristi's QuotesBy Kristi Sullivan

During the excitement that comes with taking a new job, make sure you don’t forget about the retirement money you socked away in your former employer’s 401(k) plan. “People in their working years tend to switch jobs a lot and…

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