Sullivan Financial Services Inc

10/18/2022

As you start to think about your year-end meeting with your financial advisor, look over this checklist of topics to discuss so you don’t forget to ask any important questions: https://bit.ly/3Vz0VZf

The sooner you figure out where you’re at, the sooner you can jump on making changes without stressing later.

09/14/2022

As a leader who took the throne at the young age of 26, Queen Elizabeth II proved to be a pro at weathering tough times and playing the long game. Here are 4 lessons entrepreneurs can learn from her 70-year reign: https://bit.ly/3qzk5Qv

The lessons of Elizabeth's leadership as sovereign cannot be minimalized, and entrepreneurs can learn from her legacy.

09/06/2022

New 401(k) regulations include helpful shifts in the DOL’s priority list. These three are of special interest to fiduciaries—here’s why: https://bit.ly/3qd6spR

09/28/2021

Entrepreneurs: before worrying about a lack of money, rethink your approach to add value for your target customer: https://bit.ly/2WeC0QO

Money is not always what it seems. You would do better aiming to earn purchasing power, not pursue more dollars.

08/11/2021

Nationwide reopening efforts have spurred accelerated job growth over the past few months, writes Commonwealth CIO Brad McMillan:

In his Monday Update, Commonwealth’s Sam Millette highlights the economic news, including reports on hiring, service sector confidence, and inflation.

07/15/2021

People become entrepreneurs to have control of their income, but conscious business owners focus on the bigger picture. Here are some helpful tips to set up your mindset for success: https://bit.ly/3yXjwC9

Are you wondering how to thrive in business? The answer is already within you.

10/29/2020

Learn how these female entrepreneurs made the most of the pandemic and turned catastrophe into opportunity:

The percentage of woman-owned businesses is growing, but Covid-19 presents new threats. We turned to the experts for insights on how women and their companies are surviving and thriving.

10/22/2020

Contrary to popular belief, there are times when it might be wise to temporarily stop saving for retirement, such as during a health crisis, when you’re saving for a house, and when you send your kids to college:

Push pause on retirement contributions to cover life events and the unexpected.

09/15/2020

Thinking of moving to the suburbs? Here’s what to consider from a financial perspective:

Online searches for home listings with suburban ZIP codes grew 13% this spring compared to the same point in 2019.

09/05/2019

In 2018, 35,000 Americans reported social security scams, up significantly from 3,200 in 2017. What can you do to protect yourself against fraud? http://bit.ly/2lAjDDg

Follow best practices to keep your identity and savings well-protected.

07/01/2019

Looking to cool down without wasting money and energy? From keeping the shades drawn to staying downstairs, here are seven strategies that can help:

Stay cool and keep your energy costs low with these tips.

06/28/2019

What do Ben & Jerry’s, Apple, and FedEx have in common? Their success is due largely to the strong connections within their teams:

You can intentionally use research-supported human dynamics to improve your team's performance.