Sullivan Financial Planning Blog | Retirement Planning Advice

Bonus Blog – Ranger Cookie Recipe

Fun StuffBy Kristi Sullivan October 3, 2014

Hello, loyal readers! Last week, I started a pretend business to explain the difference between stocks and bonds. Kristi’s Ranger Cookie Food Truck is sure to be a smashing success thanks to this recipe: Cream together: 1/2 Cup Butter, 1/2 Cup…

Jargon Series Continued – Investment Terms Revealed

Investment Education, Personal FinanceBy Kristi Sullivan October 2, 2014

Let’s start with the basics. What’s the difference between a stock and a bond? I will explain this concept by starting a hypothetical company, Kristi’s Ranger Cookie Food Truck. Ask any member of my family, neighbors, cat sitter, or school…

Financial Planning Jargon Series – What is a Financial Planner, Anyway?

Investment Education, Personal FinanceBy Kristi Sullivan September 25, 2014

Ladies and gentleman, watch carefully as I perform a magic trick. Before your very eyes, I will unmask for you the confusing and veiled language used in the financial services industry. These words make sense to a very few in…

No-nonsense advice for strong personal finance.

Personal FinanceBy Kristi Sullivan September 18, 2014

You know how sometimes it’s better to hear something from an outside coach or counselor than your own parents or spouse? Maybe that’s true for blogs, too! So, for a fresh perspective and some down to earth advice, check out…

Budgeting Method #3 – Write it all down

Personal FinanceBy Kristi Sullivan September 11, 2014

Budget Method #3 – Write-It-and-Track-It This last system for managing your expenses is the one people mostly associate with making a budget. And probably the reason so few of us do it. But, there is a reason it’s still…

Budgeting Method #2: The Save First System

Personal FinanceBy Kristi Sullivan September 4, 2014

Budget Method #2: Save First System I’ll let you in on a shameful I-should-know-better-because-I’m-a- financial-planner secret of mine. I HATE making a budget and tracking my expenses. So, I don’t. “WHAT?!?! Don’t they make you turn in your meticulous…