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A Peek Behind the Denver Real Estate Curtain

Fun Stuff, Personal FinanceBy Kristi SullivanDecember 14, 2020

This week, I’m tapping into the expertise of Denver Realtor Renee Cohen with Coldwell Banker. With such a hot market, it’s important to have all the information you need before you start your search (or list your home)!   What goes on behind the scenes when there are multiple offers on a house and how…

WTF (What the Finance) is a State Mandated Retirement Plan?

Personal Finance, Retirement SavingsBy Kristi SullivanNovember 23, 2020

Think all workers can participate in a retirement plan?  Think again!  According to a 2019 study by the Pension Rights Center* out of 139 million full and part-time workers, only 56% are participating in a work sponsored retirement plan.  Only 12% of employers with less than 100 employees even offer a 401(k) plan**.   As…

Sneaking In The Back Door

Financial Education, Investment Education, Personal Finance, Retirement SavingsBy Kristi SullivanNovember 9, 2020

Have Suze Orman, Jim Kramer, or Dave Ramsay ever encouraged you to use the back door?  No, not a sexy affair with a finance celebrity!  I’m talking about a Backdoor Roth Contribution.   First, some basics Roth IRAs allow you to contribute up to $6,000 per year ($7,000 if you are aged 50+) to an…

Sweet and Scary Investments in 2020

Financial News, Personal FinanceBy Kristi SullivanOctober 19, 2020

There is an old saying that goes, “If you don’t hate at least one investment in your portfolio, you aren’t really diversified.”  It’s a clever reminder that not having your eggs in one basket means that some of your baskets will look really ratty while others are full of chocolate bunnies and decorated with bows. …

Managing Emotions During Election Season

Financial Education, Personal Finance, Retirement SavingsBy Kristi SullivanOctober 5, 2020

Am I worried about the upcoming election?  Sure, who wouldn’t be?  No matter where you sit on the political spectrum, you likely think your guy not winning spells the end of the country.   That’s not my particular worry.  The US has survived bad presidents before, and it will again.  No, my concern is how…

You and Your Brain – Not Always Best Friends

Financial Education, Personal FinanceBy Kristi SullivanSeptember 28, 2020

For someone who never shuts up, you may be surprised that I get frustrated at my ability to communicate.  These days that really hits home when I’m trying to explain to clients why selling all their investments due to stock market volatility is a bad idea.  Waiting for things to get better is a bad…

Bad Habits = Higher Retirement Spending

Financial Education, Personal Finance, Retirement SavingsBy Kristi SullivanSeptember 7, 2020

Nothing makes me more stressed than listening to Alison Janey on those Kaiser Permanente commercials encouraging preventative care so that we all “Thrive.”  She’s a highly paid actress.  What about the rest of us who worry about our money lasting through retirement?   First, a terminology lesson.   Life Expectancy, a term that’s used a…

Back to School Shopping, Then and Now

Fun Stuff, Personal FinanceBy Kristi SullivanAugust 3, 2020

I recently heard a comedian say that the idea of summer vacation spoils our thinking forever.  It’s true – as an adult, you are always disappointed in the idea you have to work during summer, even though it was such a small part of your life when you didn’t.   And then there is the…

Hot Jobs During the Pandemic

Families and Finance, Personal FinanceBy Kristi SullivanJuly 13, 20201 Comment

Tens of millions of Americans have filed for unemployment since March.  Everyone from optometrists to octopi at the local aquarium have seen demand drop for their services as people stay home to stay safe.  If you need income while your regular industry rights itself, take heart.  There are still some sectors that are hiring.  …

Your (Financial) Independence Day

Financial Education, Personal Finance, Retirement SavingsBy Kristi SullivanJune 29, 2020

Some people really want to retire.  Umbrella drinks on the beach, unlimited time to knit, tee times during non-peak hours, and never skiing on a weekend again.  Sounds great, right?   Not for everyone.  More and more, clients tell me they don’t really want to retire.  After all, retirement is what old people do, and…

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Kristi Sullivan, CFP®, is your trusted partner in financial planning. With 27 years of expertise and a commitment to personalized service, Kristi helps clients navigate the complexities of wealth management, retirement planning, and investment strategies.

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