Think you can wait until December 31st to do tax planning for 2016? Think again! Starting your tax to-do’s earlier in the year makes life easier for your CPA, financial advisor, AND you. Thanks so much to Elizabeth Moore, CPA and Partner at Ryan, Gunsauls & O’Donnell, LLC (http://www.rgo-cpa.com) for these top 5 actions…
Thank you, Financial Advisor, for quoting me in this article about peer-to-peer lending! Peer-to-peer lending may serve advisors’ clients on two fronts, experts say. Wealthy clients looking for a high-yield alternative to traditional bonds can invest in funds that pool loans to small-business owners. Meanwhile, business-owner clients who might be having trouble getting a bank…
People often ask, “Kristi, how do I look fabulous while keeping my financial goals on track?” Okay, that never really happens, but it’s a fun blog topic! Here are some fashion on a budget tips from my friend and professional image consultant, Dana Lynch (www.elementsofimage.com). Q: What are fashion purchases that should be avoided…
Well, another Election Day is coming up and I am thrilled. Why? Is it because I am SO excited about the two potential candidates that I can’t wait to cast my vote? Not exactly. The benefit of Election Day to all investment advisers is that hopefully for the next 3 ½ years we can…
In this article in LifeHealthPro.com, Kristi talks about the benefits of collaborating with the competition: Strategic Alliances have proven so successful for Sullivan that she has made pursuing them a priority. Prominent on the home page of her firm’s website is an invitation that reads, “I’ll partner with money managers to create financial plans…
Overwhelmed by an increasing bombardment of “digital noise,” your clients may be tuning out important information you send them. And you may not even know it. Advisor Kristin C. Sullivan, CFP®, Denver, Colorado, said she’s improved her open rates simply by using the word “you” in the subject lines and titles…. (Click here for more.)
For the inaugural Ask-the-Advisor blog, I answer a question from Jennifer, a mom whose teenager who needs help managing her cash. Q: I have a teenager who I believe is ready to take the step into having a debit card to access her funds. Our bank will not allow us to do that without a…
Your first instinct as a child may be to drop everything and handle all your parents’ needs yourself. But if it comes at the cost of your own career, think about the ripple effects – on your retirement savings, on the needs of your own kids, even on your own sanity. Denver financial planner Kristi…
#1: Buy discount team merchandise featuring your club’s latest incarcerated player that was traded to the Baltimore Ravens. #2: For your tailgating or game viewing party, purchase beer that is on sale because it’s approaching 90 days since the born-on-date. Your guests will never know the difference. Also, stock up on Velveeta and Rotel…
The greatest fear cited by women approaching retirement age is that their money won’t go nearly far enough. “What I see with most women, especially single women or single childless women, is a real fear of outliving their money,” said Kristi Sullivan, owner of Sullivan Financial Planning in Denver…. (Click here for more.)
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