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May262025

What To Do with Your Cash Stash Now?

Financial Education, Personal FinanceBy Kristi SullivanMay 26, 2025

Part of the insanity of the early 2025 investment scene is the wild ride of bonds.  Yes, even the stalwart US Treasury options have seen big moves due to the tariff situation. There is a ton of money in money…

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May192025

WTF (What the Finance) is a HELOC?

Financial Education, Personal FinanceBy Kristi SullivanMay 19, 2025

I’ll get straight to the point:  I believe that MOST homeowners should have a Home Equity Line of Credit (HELOC).  Why?  First, let’s start with the What: A home equity line of credit (HELOC) is a revolving line of credit…

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May122025

Strategies to Save Money on Spring Plants

Fun StuffBy Kristi SullivanMay 12, 2025

Every once in a while, I like to offer ideas on saving money while buying items I know you will purchase anyway.  The hope is that if you don’t spend as much on, say, Halloween costumes, you will save more…

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Apr282025

Back to Basics

Personal FinanceBy Kristi SullivanApril 28, 2025

Sometimes it’s nice to just revisit the basics of good #personalfinance.  This could be a refresher for you or something to talk to your kids about.   This is a quick list of what to do (in order) if you…

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Apr212025

What Happens if Social Security Goes Broke?

Financial EducationBy Kristi SullivanApril 21, 2025

With the current uncertainty about every single thing happening with the federal government, a question I get asked a lot is what I think will happen to Social Security. While I do believe reducing Social Security would be difficult to…

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Apr142025

Five Funny Quotes about Easter

Fun StuffBy Kristi SullivanApril 14, 2025

Sure, religious holidays shouldn’t be made fun of.  But let’s face it, the idea of a well-dressed giant rabbit hiding eggs (at $1.10 per pop!) all over your yard is an easy target for comedians.   “I lied on my…

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