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Financial Planners in the Community

Financial Education, Personal FinanceBy Kristi SullivanJune 16, 2015

Have you ever wanted to meet with someone to get advice on your finances, but didn’t feel comfortable hiring a financial planner?  Or, do you just have a few questions, but don’t need a big financial plan?  Good news!  There are financial planners out in the community doing pro-bono (free) work. The Financial Planning Association…

Why is an Emergency Fund Important?

Financial Education, Personal FinanceBy Kristi SullivanJune 9, 2015

As I sit here writing my monthly blogs, my doorbell rings. It’s my next door neighbor (who I have not met before – the house is a rental with lots of turnover) coming to inform me that my son and his friend have driven a golf ball through her window.  Ugh!  This will be expensive.…

Money Magazine’s 101 Ways to Build Wealth

Financial Education, Financial News, Fun Stuff, Personal Finance, Retirement SavingsBy Kristi SullivanJune 2, 2015

In the May, 2015 print edition of Money Magazine, there is an article called 101 Ways to Build Wealth.  These list-type of articles come around often and say many of the same things, but a few interesting ones I found were these: “Tip #15:  Don’t Tend to Your 401(k) After a Rough Day at Work.…

Paying Off a Mortgage Early

Financial Education, Personal FinanceBy Kristi SullivanMay 26, 2015

There is much controversy about whether or not to make extra payments on your mortgage in order to pay it off early.  As usual, I don’t have any hard and fast rules, but there are questions I’d like addressed before making this decision. First, is this the forever house or the 5-year house?  If you…

But Enough About You, Let’s Talk About Me for a Minute

Financial Education, Personal FinanceBy Kristi SullivanMay 19, 2015

Recently I’ve been telling you about the part of my business where I go to groups (employers, conferences) and meet with people for short one-on-one financial planning sessions.  Here are a few success stories that I am proud of having achieved so far this year. A woman who would like to retire this year was…

The Uselessness of Market Predictions

Personal FinanceBy Kristi SullivanMarch 25, 2015

“The biases the media has are much bigger than conservative or liberal. They’re about getting ratings, about making money, about doing stories that are easy to cover.” – Al Franken And there you have it, folks!  Trying to change your portfolio based on who is saying what in financial news is about as useless as…

Diversified Bond Portfolio

What is a Diversified Bond Portfolio?

Investment Education, Personal Finance, Retirement SavingsBy Kristi SullivanMarch 18, 2015

If you look back on my past blogs, I explain the different types of bonds with a fun example. To summarize, bonds come in different maturity dates and different credit qualities. The longer the maturity date, the better the interest you are paid, but the more risk to the bond price if interest rates go…

Have I Saved As Much As Everybody Else?

Personal Finance, Retirement SavingsBy Kristi SullivanMarch 4, 2015

There must be some physical component in the human brain that relentlessly drives us to compare our lives to that of our friends, enemies, co-workers, or ex-boyfriends.  We do it with the cars we drive, the age we marry, our children’s’ SAT scores, and the granite on our countertops. As a financial planner, I often…

index funds, denver fee only financial planning

Index Funds vs. Actively Managed Funds Revisited

Investment Education, Personal Finance, Retirement SavingsBy Kristi SullivanFebruary 25, 2015

One of the perils of working in financial planning is that you speak in this weird language that you think others understand, but they don’t.   This is where I rely on my friends to let me know when I am writing in financial-babble. So, this blog goes out to my good, honest friend Dana Lynch. …

Financial Do’s and Don’ts of Divorce

Personal FinanceBy Kristi SullivanFebruary 18, 2015

First, let me be clear:  I am NOT a Certified Divorce Financial Analyst.  There are such people out there and I highly recommend you visit one before starting divorce proceedings.  This is just a quick list of things I wish people would do BEFORE they slam out of the house and start sleeping with their…

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