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Should You Invest in Private Equity?

Financial EducationBy Kristi Sullivan

Disclosure from Kristi before you read this:  I do not sell or have any easy entrée into private equity investments. Unless it’s traded on the regular-old public markets exchange, you won’t get advice to buy private equity from me. However,…

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No State Income Tax: Does it Really Save You Money?

Personal FinanceBy Kristi Sullivan

If you’ve ever looked at your paycheck and thought, “Why is the state taking enough money to sponsor a small yacht?” the idea of moving to a no-income-tax state can sound magical. States like Florida, Texas, and Tennessee market themselves…

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No Summer Vacation Plans? No Problem!

Fun StuffBy Kristi Sullivan

While my kids were growing up, our family vacation planning went something like this: December: “We should plan ahead for a vacation with the boys this summer.  Maybe this time it won’t feel so stressful and be so expensive.” June: …

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moving boxes

Where is Your Retirement?

Retirement SavingsBy Kristi Sullivan

Retirement often begins with a question many people have quietly postponed for years: “If we can live anywhere… where should we go?” For retirees, relocating is often part financial strategy, part lifestyle upgrade, and part realization that shoveling snow at…

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house with money around it

Downsizing Isn’t Always Down-Pricing

Families and Finance, Personal FinanceBy Kristi Sullivan

For your favorite financial advisor (I’m assuming that’s me), the life lessons keep on coming.  First, it was parenting.  “How hard can it be to keep your kids out of trouble/drugs/therapy?” thought I.  “HA hahaahaha,” replied the universe. The latest…

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person holding up a paper with a question mark on it

Explaining The Meg (Not the Shark Movie): The Mega-Back-Door Roth 401 (k)

Financial Education, Retirement SavingsBy Kristi Sullivan

The Mega-Back-Door Roth 401 (k).  Oh, how the government likes to look like they are helping us create our own financial security in the face of a very small social safety net for our country’s ill and elderly. And you…

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Fee-only, advice-only financial planning for individuals and families in the Denver metro area. Kristi Sullivan, CFP®, is a registered investment adviser in the state of Colorado.

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