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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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Feb162016

5 Fun Quotes About Love and Money

Fun StuffBy Kristi SullivanFebruary 16, 2016

“Money is not the most important thing in the world.  Love is.  Fortunately, I LOVE money.” – Jackie Mason   “Money and women.  They’re the two strongest things in the world.  There are things you do for a woman you…

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Feb92016

Show Your Love by Working Towards Financial Goals Together

Fun Stuff, Personal FinanceBy Kristi SullivanFebruary 9, 2016

Here are some traditional gifts of love that you can replace with gifts of financial health with your sweetie.   Cost of one dozen red roses delivered:  $69.99 Invest $69.99/year for 20 years at 7% and you will have $3,070. …

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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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