Sullivan Financial Planning Blog | Retirement Planning Advice

Mutual Fund Fees – What is Reasonable?

Investment Education, Personal FinanceBy Kristi Sullivan October 23, 2014

Last week, we talked about the different ways that mutual fund sellers get paid. There are funds with loads, called A or B shares, that charge up-front or back-end commissions. There are also no-load funds that are sold directly from mutual…

Mutual Fund Fees – The Great Mystery Unveiled!

Investment EducationBy Kristi Sullivan October 16, 2014

It shouldn’t surprise you that people in the business of investing money like to make money themselves. And that’s fine! As a consumer you should understand how your investments charge you and whether the price is reasonable. Today I’ll…

More Financial Jargon: What is a Mutual Fund?

Investment EducationBy Kristi Sullivan October 9, 2014

Last week we talked about the difference between stocks and bonds. Today, we will talk about how we can use mutual funds to buy stocks and bonds. You’ve probably been told that it’s a good idea to have a…

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…