I am thrilled be participating in the 5th annual Alliance Foundation fundraising luncheon on September 8th at 11:30 a.m. This milestone year will be celebrated with a special guest speaker, Amelia Earhart (not the missing one, that would be bizarre). Amelia is a 9News reporter and most recently made headlines for flying around the world…
What happens when the stock market soars? Click here to find out Kristi’s thoughts in Investment News! Contact me at 303-324-0014 or [email protected] to talk about how I can help you achieve your financial goals. Stay Informed and Educated
Ha! That was just an attention grabber. There isn’t really a right or wrong way to manage allowance, as long as you are consistent and communicate the rules to your kids. The big controversy is whether to tie allowance to chores. Some say that allowance should be earned by doing specific work around the…
I have a tiny quote in this article about 401(k) outflows surpassing inflows. http://insurancenewsnet.com/innarticle/401k-plan-market-still-place-advisors Contact me at 303-324-0014 or [email protected] to talk about how I can help you achieve your financial goals. Stay Informed and Educated
Are you self-employed and wondering how to plan for retirement? Kristi says you may actually may have more options than you think. Check out her quote in the Chicago Tribune! “SEP-IRAs are easy and inexpensive to set up, and….” (click here for more) Contact me at 303-324-0014 or [email protected] to talk about how I can help…
I’m often surprised by the level of support my retired clients are giving their middle-aged children. Sometimes it can derail an otherwise good retirement plan. That’s why it’s important to teach good money habits to kids as early as possible. Overspending kids become overspending adults, and that’s not good for anybody (except maybe credit card…
Wow, how did I never see this before? This article about women retirees is has been out there for a year and has lots of my quotes. Fair warning ladies, it’s a little depressing, but has some good info. http://www.thinkadvisor.com/2015/03/18/calming-the-worst-fears-of-women-retirees Contact me at 303-324-0014 or [email protected] to talk about how I can help you achieve your…
Do you know when to ask for help when caring for aging parents? In this post in Money, Kristi helps you figure it out! Denver financial planner Kristi Sullivan recommends hiring a case manager to do the heavy lifting. “For an hourly fee, these people can handle….” (click here for more) Contact me at…
It’s almost back to school time! To me, that means back to homework time for parents. And why do we do all of this nagging and whip cracking to our kids about grades? So they can go to college and hopefully get some scholarship money to pay for it. The ultimate goal being, of course,…
Here is a handy article by yours truly on the Triage Cancer Blog about how to find a financial planner. http://triagecancer.org/blog/how-do-i-find-a-financial-planner/ Contact me at 303-324-0014 or [email protected] to talk about how I can help you achieve your financial goals. Stay Informed and Educated — Subscribe to the SFP Blog! Use the quick and easy form to the right…
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