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Apr122016

Are You Financially Ready for Change?

Financial Education, Fun Stuff, Personal FinanceBy Kristi SullivanApril 12, 2016

April showers bring May flowers and so my theme for this April is change.  I’m certainly ready for the change from winter to spring, but are my clients and friends ready for other changes that life hands them?  Am I…

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Mar292016

March on Into Your Boss and Ask for a Raise

Financial Education, Personal FinanceBy Kristi SullivanMarch 29, 2016

In the wake of the 2008 recession raises have almost become a quaint thing of the past, like ice delivery or 5-year-olds without cell phones.  However, the tightening labor market has made some employers realize the need to keep pay…

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Mar222016

Your Passion Can Be a Money Maker!

Fun Stuff, Personal FinanceBy Kristi SullivanMarch 22, 2016

There is an old saying that goes “love what you do and you will never work a day in your life.”   That’s great, but maybe not practical for everybody.  I really appreciate the people who collect my trash, deliver my…

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Mar152016

Better Income through Education

College Planning, Financial EducationBy Kristi SullivanMarch 15, 2016

Every parent has probably had this conversation with their school aged child.   Kid:  I hate school.  I can’t wait until I’m a grown-up and don’t have to learn or do homework. Parent:  Guess what, chief.  You are never done…

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Mar82016

Marching Toward Your Best Income – And Look Good Doing It!

Financial Education, Personal FinanceBy Kristi SullivanMarch 8, 2016

The theme for this month is “Marching Toward Your Financial Goals.”  Cute, huh?  Usually, this blog talks about ways to save and invest the money you are earning.  This month, the focus will be on getting more money coming into…

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Feb232016

Differing FICO scores – Is love enough to overcome?

Financial Education, Personal FinanceBy Kristi SullivanFebruary 23, 2016

Forget big age differences.  Having a conflict in credit scores can be an early determinant of whether your relationship will last.   Your FICO score is a quick way for companies to determine your relationship with money.  It is used…

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Kristi Sullivan, CFP®, is your trusted partner in financial planning. With 27 years of expertise and a commitment to personalized service, Kristi helps clients navigate the complexities of wealth management, retirement planning, and investment strategies.

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