Kate Sullivan

Great Parents, Bad Savers?

“Sandwich Generation”:  Simultaneously caring for children and parents.  What if your parents have not saved enough for retirement? According to the Schwarz Center, close to 20% of Americans retire wi... Read More

The Budget Bride: Weddings Under $10k

Love is in the air! The pandemic may have slowed down some aspects of life, but according to my Instagram feed, there is no shortage of engagements. Planning a wedding is a labor of love and, more oft... Read More

The Road Less Traveled: Economic Injury Disaster Loans

The original CARES Act dedicated $376 billion to America’s 30 million small businesses. The majority went to the newly-created Paycheck Protection Program; however, $10 billion flowed to the SBA’s exi... Read More

The Many Decisions of an Investor

Imagine this: It’s your lucky day. You catch every green light on the commute home from a tough day at the office, so you stop by a gas station to purchase a scratch-off. You win $10,000! What’s your... Read More

Cyber Security: Out of Your Control – or Not?

Good chance YOU have been a victim of a cyber security attack!  When a company gets hacked, you and other customers become the “victims” of the breach. That puts your identity at risk!  The FTC est...... Read More

What’s Your Biggest Waste of Money?

Americans are in the age of reducing waste. There’s a big push to purchase sustainable products, reduce our usage of plastics, and recycle. But has this trend carried over to our personal finances?...... Read More

Guide to Leaving a Legacy

American philosopher William James once said, “The great use of life is to spend it for something that will outlast it.” Have you ever stopped to think about the impact you want to have on the worl...... Read More

Owe Taxes? What Went Wrong in 2018 and How to Survive It

The 2018 tax filing deadline came and went. Whew! But for some Americans, the tax headache has just begun. This year was the first filing under the Tax Cuts and Jobs Act and while some taxpayers...... Read More

20 Percent Down Payment – Debunked or Not?

Whether you’re a first-time homebuyer or a seasoned veteran of the house purchase process, you’ve likely heard this adage: “Thou shalt put 20 percent down!”  It’s so entrenched in people's psyches ...... Read More

Put Your Finances on Autopilot

Was 2018 a financial disaster for you?  If so, managing your money the same way will likely have the same result in 2019.  Why not try some tools that can help you manage your finances and make...... Read More