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Three Truths and a Lie About 529 College Savings Accounts

College Planning, Financial EducationBy Kristi SullivanJanuary 24, 2022

Sometimes it’s easier to learn things when it’s fun.  So, test your smarts or gain some new knowledge by spotting the lie about 529 College Savings Accounts from the four statements:   529 College Investment Accounts can only be used in the state where the account is located. 529 College Investment Accounts can be transferred…

Saving for College – Roth IRA vs. 529 Plan

College Planning, Families and Finance, Financial Education, Retirement SavingsBy Kristi SullivanFebruary 15, 2021

There are a lot of ways to look at funding college for your kids.  There is the I-Paid-My-Way-and-Junior-Can-Too.  There is the parental guilt trip of putting away any extra money and forgoing retirement savings so young Betty Sue can go to Harvard without lifting a financial finger.  Most of us will fall somewhere in the…

Real Estate Attorneys and The People Who Need Them

College Planning, Families and Finance, Financial EducationBy Kristi SullivanNovember 16, 2020

This week I am thrilled to interview real estate attorney and fellow volunteer Jill Klancke of Klancke and Cook Attorneys at Law.   Jill’s bio and contact information follows the interview, but for the sake of newsletter formatting I want to get straight to the Q&A.  Turns out, real estate attorneys have a front row…

Paying for College? Your Government Wants to Help! A little.

College PlanningBy Kristi SullivanJuly 27, 20201 Comment

It’s August, and thoughts often turn to back-to-school.  Whatever that looks like.  For those of us with students at home (and at home, and at home, and at home) or in college (also, possibly at home, darn it), paying tuition bills may also be top of mind.   In the last year, there have been…

student debt, denver financial planner

How Much Student Debt Should Parents Take On?

College PlanningBy Kristi SullivanSeptember 10, 2018

We are getting back to into the swing of the school year and for many, school means college.  College soon, or college now, and the angst of paying for it.   I went to a seminar last year by Joe Messinger, CFP ® of Capstone Wealth Partners.  He gave us amazing perspective on the student…

merit scholarships, denver financial advisor

College Merit Scholarships: What They Are and How to Get Them

College PlanningBy Kristi SullivanJuly 19, 2018

This week I am happy to offer an article by guest blogger Sara Zessar, an expert in the field of finding the college fit for students and money to help pay the tuition.  Read more about Sara at the end of this piece.   What is a merit scholarship?   In essence, it’s a scholarship…

financial check-up

Mid-Year Financial Check-Up: 4 things you should think about now

College Planning, Financial Education, Personal Finance, Retirement SavingsBy Kristi SullivanJune 21, 2017

It’s July already????   Yikes, 2017 has gone by quickly!  Time to do a financial check-up on those New Year’s Resolutions to see how you are doing.  I don’t know what your resolutions were, so here are a few common ones that there is still time to tackle.  BEFORE you are making your resolutions for…

sports

What are the Odds? A look at sports scholarships.

College Planning, Families and FinanceBy Kristi SullivanJune 8, 2017

Are you game?   I admit it. Often when we go to my kids’ sports games I bring along a guy who yells at my kids from the sidelines.  He is their father, so I don’t have much choice.  Occasionally, I’ve been known to say a few loud-ish words myself.   Why do we put…

Financial Planner

Kristi’s Quotes: Giving the Gift of Financial Well-Being

College Planning, Families and Finance, Kristi's QuotesBy Kristi SullivanFebruary 21, 2017

This one came out around Christmas from Fox Business, but it’s a concept worth thinking about whenever gift-giving opportunities arise.   While it’s long been possible to hand out cash, buy stock or contribute to college savings plans, financial institutions and retailers are making it easier to bestow a gift with lasting value. Among them…

How Does Your College Savings Account Affect Your Child’s Eligibility for Financial Aid?

College PlanningBy Kristi SullivanAugust 10, 2016

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,…

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