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…
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,…
In this AARP article, Kristi offers a key tip when it comes to achieving your retirement goals! “Whether you’re near or in retirement, beware of taking on large expenses that can wreck your budget. This includes….”(click here for more) Contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help you achieve your financial goals. Stay…
And you thought college was expensive? Try sending a 5th grader back to school. The average reported costs for back-to-school supplies varies widely, depending on the source. Forbes says it’s over $1,000, but that includes electronics and clothes. Time.com was reporting $100, so they might have been more focused on pencils, paper, and hand sanitizer.…
My friend and fellow Denver CFP ® licensee Sara Gardner came up with this tip for an article in DailyWorth.com and it really hit home: Everyone deserves a financial planner. Often, my friends will say to me, “When I have money, I’m going to come and see you.” This makes me a little sad. …
Does anyone remember the old Saturday Night Live skits with Gilda Radner as Rosanna Rosanna Danna? Her famous line was, “It’s always something.” Keep this in mind when the headlines scream about some unexpected world event (Brexit, anyone?) and the stock market takes a hit for a few days. Even if the event itself is…
Okay it’s the middle of summer and some of us may be questioning some major life choices – like the decision to procreate. Here are some funny quotes about parenting to distract you for a few minutes. “If you don’t want your kid to be late for camp because ‘the cat isn’t being…
Why should a financial adviser be writing about pets? Because people will open a link about pets more often than a link about money. So, I’ll write about pets and money. First, do you know how much you spend on pet care? If not, I’ll give you a few averages that I lifted from this…
Who hasn’t told someone or been told, “Money doesn’t grow on trees?” Money through the ages hasn’t always been valued by gold, silver, and copper. Money is often a reflection of what was valued as a society. Here is a small sampling of ancient currencies to give you some perspective on our changing values over…
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