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Moving on From Relationships

Personal FinanceBy Kristi SullivanJanuary 14, 2019

As I slide ever more deeply into middle age, I can look back on many relationships that I thought would last forever, and for some reason did not.  Moving on made me feel guilty, strange, or sad.   To my hairdresser, Bill: I thought you were the only person who could ever cut my insanely…

What in the Hail is Happening to My Insurance Rates?

Personal FinanceBy Kristi SullivanAugust 16, 20181 Comment

I am so happy to welcome guest writer and friend Julie Sequeira.  Julie is property and casualty insurance agent/expert with American Family Insurance.  Because home and auto insurance is one of our largest household expenses, I wanted a little more insight into rates and how we can be better insurance consumers.  Take it away, Julie!…

Costco – Love it or hate it? Two financial advisors battle it out!

Personal FinanceBy Kristi SullivanAugust 2, 2018

For your entertainment, I have brought into the fighting ring two financial advisors, Rebecca Kennedy and Addie McHale, to duke it out over whether a Costco membership is a good or bad financial move.  Hold onto your hats, readers!  This could get messy!   This week we hear from Costco Non-Believer, Rebecca Kennedy, CFP ®.…

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…

reverse mortgage

Reverse Mortgage – Not a Dirty Phrase Anymore

Financial Education, Personal Finance, Retirement SavingsBy Kristi SullivanMarch 1, 2017

The Reverse Mortgage   Chances are high that when I mention the idea of a reverse mortgage to clients, I’ll be met with a very sour expression.  I think this is because of the impression that these instruments are expensive and that you give up ownership of your home to use them.   Now, I…

love and money

Love and Money – What Can Possibly Go Wrong?

Families and Finance, Personal FinanceBy Kristi SullivanFebruary 8, 20171 Comment

This week, I am thrilled to get the expertise of Jenny Glick to talk about love and money.  Jenny Glick, MA, MSC, LMFT is a licensed marriage and family therapist, sex therapist and owner of the Counseling Center of Cherry Creek. She and her team of therapists focus on working with couples and individuals looking…

retirement

Do You Know When You’re Going to Die?

Financial Education, Personal Finance, Retirement SavingsBy Kristi SullivanFebruary 1, 2017

How long will your savings last?   What an uplifting question!   But in retirement planning, it is probably the MOST IMPORTANT question and the most impossible to answer.  If we all knew how long our savings would need to last, it would be so easy to determine how much we could afford to spend…

gym membership

How’s That New Gym Membership Working Out?

Financial Education, Fun Stuff, Personal FinanceBy Kristi SullivanJanuary 25, 2017

According to a survey of 5,000 people by GoBankingRates in 2016 the top five New Year’s Resolutions were:   Enjoy Life to the Fullest Live a Healthier Lifestyle Lose Weight Spend more time with family and friends Spend less, save more   In order to achieve Resolutions 2 and 3, many people joined a new…

Social Security

Social Security and Numbers to Know in 2017

Financial News, Personal Finance, Retirement SavingsBy Kristi SullivanJanuary 18, 2017

Sorry, this is not like a fortune cookie where I reveal your lucky numbers (“Confucius says buy stocks on days 14, 28, 200, and 360 of the year.”).  Rather, here is a quick update on new retirement savings limits and other info you can use when planning your financial year.*  You are doing that right…

Financial Planner

Kristi’s Quotes: 15 Signs You Need a Financial Planner

Financial Education, Kristi's Quotes, Personal FinanceBy Kristi SullivanJanuary 17, 20171 Comment

Financial planning is the process by which a person or family works with a financial professional to set goals, financial and otherwise, and to develop a plan for meeting them. A Certified Financial Planner™ (CFP®) is trained to develop a plan to serve as that map or GPS. And the CFP™ designation means they must…

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