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Oct172022

Three Ways the Inflation Act May Affect You

Financial Education, In the NewsBy Kristi SullivanOctober 17, 2022

What is the Inflation Reduction Act of 2022?  Is it just a lesson on being more careful when naming laws?  Is it an inflation law, a climate law, or an insurance law?  As with all laws, it’s complicated so here…

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Oct102022

Annual Sweet and Scary Investment Report

Investment EducationBy Kristi SullivanOctober 10, 2022

Let’s start off with a direct quote for how the October 2021 version of this blog started:  “I guess it’s a good year in the stock market when the worst performing sectors (so far, as of writing this blog on…

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Oct32022

5 Candy-Corny Halloween Jokes

Fun StuffBy Kristi SullivanOctober 3, 2022

The stock market hasn’t given us much to smile about this year.  How about a little Halloween humor to lighten the mood?   What kind of music do mummies listen to? Wrap music. How did the vampire marathon end? Neck…

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Sep262022

What Is Your Risk Tolerance – Really?

Financial Education, Investment Education, Personal Finance, UncategorizedBy Kristi SullivanSeptember 26, 2022

Ugh, September is one of those months with FIVE Thursdays.  That’s a lot of blogs to write so I’m taking a breather this week and re-running a Blog from July 2022 about risk tolerance and stock market drops.   The…

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Sep192022

How You Can Use the 4% Rule

Financial Education, Retirement SavingsBy Kristi SullivanSeptember 19, 2022

You may have heard of Bill Bengen’s 4% rule for retirement withdrawal.  Through back testing and calculating and thinking really hard, Mr. Bengen concluded that a retiree could start taking 4% out of investments and have his/her nest egg last…

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Sep122022

Is This Rental Property a Good Investment?

Financial Education, Personal FinanceBy Kristi SullivanSeptember 12, 2022

Calling all grumpy Boomers and Gen X-ers:  Say what you want about Millennials, Gen Z, The Youth of Today, but in my experience, young adults have a lot of financial savvy.   One thing I help 20-and-30-somethings with often is…

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RSS Personal Finance News from MarketWatch
  • Dow tumbles 300 points, S&P 500 skids 1.3% as investors eye Fed response to strong U.S economic data
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