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Hi – I’m a Contributing Editor at FiLife. I write and answer question about investing, asset allocation and the ways that love and money intersect.
I work with small businesses and entrepreneurs in New Orleans. In past lives I worked as an investment banker in technology, an investment consultant for large endowments and wealthy families, and as the production coordinator of an Emmy winning documentary film called Broadway: The American Musical.
I’m a graduate of Williams College and Stanford University.
Kristen Sullivan’s Contributions
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Votes+5Views115
What's the oddest tax deduction you've ever taken?
Asked in Tax Deductions | 3 answers
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Is there any reason I shouldn't go paperless?
Asked in Green Living | 7 answers
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30 year fixed mortgage rates: what's considered a good rate right now?
Asked in Mortgage | 5 answers
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Anyone Taking Am Ex's $300?
Asked in Credit Cards | 1 answer
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Can you give me the quick 101 on credit unions?
Asked in Credit Unions | 1 answer
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So what do you think makes more sense - a regular 401k or a Roth 401k?
Asked in 401k Plans | 3 answers
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What’s a punch list?
Asked in Home Improvement | 1 answer
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Should I be worried about how much checks cost?
Asked in Checking Accounts | 2 answers
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I'd call BofA directly.
1 of 2 responses to I had my secured Boa card for about 14 months now and…
I like Mint plus excel.
1 of 4 responses to What budgeting software do you use and why?
I like mint.com as well.
1 of 3 responses to What is the best financial tracking software?
How much did you make at your very first job? (hourly rate?)
22 people have taken this stacker | Avg: $10.95
what do you think the average public middle school student spends on school supplies each year?
10 people have taken this stacker | Avg: $132
What is the most expensive meal (per person) you've ever had?
21 people have taken this stacker | Avg: $250
How Many Pieces of Junk Mail Do You Throw Away Each Week?
24 people have taken this stacker | Avg: 33
How many times per year do you travel internationally?
35 people have taken this stacker | Avg: 2.7
How many nights a month do you go out for dinner/drinks/with friends?
85 people have taken this stacker | Avg: 5.6
What percentage of your investment/retirement portfolio did you lose due to the financial meltdown?
112 people have taken this stacker | Avg: 23.8%
By how much has the "recession" caused you to cut spending?
35 people have taken this stacker | Avg: 30.4%
How much credit card debt do you have?
256 people have taken this stacker | Avg: $7,809
How much would you pay to have Guy Kawasaki recommend you on Twitter?
12 people have taken this stacker | Avg: $814
Traditional IRA from Vanguard
I rolled over an old 401k (managed by Vanguard) to an IRA there. Vanguard made the process incredibly…Continue »
401k from Vanguard
My previous employer, Cambridge Associates, used Vanguard for its 401k plan. Cambridge Associates is…Continue »
401k Plan from Nationwide
Nationwide is primarily an insurance company. I don't have any direct experience with their 401k plans…Continue »
Car Insurance from AllState Insurance
My family has always used AllState. I have to admit that I liked fast cars during my teenage years (OK,…Continue »
Financial Planning from Northern Trust
I used to work as an investment consultant and helped endowments and families manage their portfolios.…Continue »
401k from Fidelity Investments
Fidelity offers a broad range of index funds and also offers some actively managed funds that have impressive…Continue »
United Mileage Plus Visa Credit Card from Chase
So I love the miles that I earn on this card...and its relatively easy to monitor my account using their…Continue »
Bank of America
How I love, and hate, Bank of America. Oh let me count the ways: I love them because: 1) ATMs abound…Continue »
The Big Move: Guide to Moving in With a Loved One
Monday Mar 8, 2010
Are you about to make the big move and start living with a significant other? If so, you need to create a strong strategy for combining your belongings, managing your finances and ensuring that your long-term goals are aligned. Here's some advice on to
From Booze to Boobs: Odd Tax Deductions
Tuesday Mar 2, 2010
Thinking about getting creative with your tax deductions? Consider these strange tax deductions that the IRS accepted...eventually. Then consider some advice from the tax experts.
Love & Loot: Telling Loved Ones You Lost Your Job
Wednesday Oct 14, 2009
It's critical to talk to family and friends while coping with job loss. A healthy support system will help you stay upbeat and focused on the road ahead. Here are four tips on how to best talk to friends and family after losing a job.
Hi Julian, Thanks for outlining all of these great resources. The IRS really does provide a lot of helpful…
A comment about Help for the Elderly at Tax Time
Yes, thank you for this piece - and all of this great data!
1 of 3 comments about Why Women Worry About Retirement
Tonka is right on here: it might be physically safe - but its value is not protected!
a comment about Is it safe to keep money in a lock box at the bank?
:)
a comment about What are the three most important qualities in an employee?
I agree. I'd add that compassion is an important aspect of integrity.
a comment about What are the three most important qualities in an employee?
Nice clarification!
a comment about How can you find out about your credit score?
I think themoneyguy's got it - this is great advice. The only thing I'd add is that some credit unions…
a comment about How should I build up my credit?
Hi Bart, Thanks for reading and making the distinction. Please note we updated the article thanks to…
1 of 2 comments about What's a Healthcare Flexible Spending Account?
for any of you interested in the independent film making business: Jeffrey Goodman writes about his experiences…
1 of 2 comments about Love & Loot: How to Turn Family and Friends Into Investment…
Hi Kevin and Barclay, Thanks for reading! It's so true that once we get attached many of us would do…
1 of 4 comments about Love & Loot: Surprise! It's a Boy! Can You Afford Him?
See all Kristen Sullivan’s comments »