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Apr262016

Are You Ready If Your Spouse Should Pass Away?

Financial Education, Personal FinanceBy Kristi SullivanApril 26, 2016

Well, of course not, who is?  That said, there are some basics that each partner in a couple should know in case the unthinkable happens:   How much life insurance is on each spouse? Where is the policy information kept?…

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Apr192016

Changing From a Worker to a Retiree. Are You Ready?

Financial Education, Retirement SavingsBy Kristi SullivanApril 19, 2016

Do I ever stop talking about retirement?  It would seem not.  However, talking constantly about saving and investing for the future doesn’t really address the actual transition from earner to retiree.  So, here are some questions I hope pre-retirees are…

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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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