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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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Feb22016

Learning to Love Stock Market Drops

Financial Education, Investment EducationBy Kristi SullivanFebruary 2, 2016

That’s right, it’s February and my theme of the month is love.  “Why so obvious and cliché?” you ask.  Well, you try writing 52 blogs a year.  You’ll find yourself grasping for any holiday theme, too.   What investors and…

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Jan262016

IRA Contributions – To Roth or Not to Roth? That is the Question!

Financial Education, Investment Education, Personal Finance, Retirement SavingsBy Kristi SullivanJanuary 26, 2016

Well, maybe it wasn’t a burning question until you opened this blog.  But, April 15th is coming up, so it’s time to start thinking about whether or not you will contribute to an IRA and if so, what type?  …

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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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