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Mar142022

How Do I Save $4,000,000?

Personal Finance, Retirement SavingsBy Kristi SullivanMarch 14, 2022

In last week’s blog, I referenced a study that says more money = more retirement happiness up to $4,000,000.  That seems like a huge goal, and truly, it’s not for everyone, but I thought I’d use that statistic to run…

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Mar72022

What Makes Retirees Happy?

Fun Stuff, Retirement SavingsBy Kristi SullivanMarch 7, 2022

This week, I’m using data from the Health and Retirement Study to talk about what makes retirees happy and what detracts from enjoyment.  This study was begun in 1994 and tracked 20,000 retirees through 2018.*   The conclusions were that…

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Feb282022

Market Predictions from the Chinese Zodiac

Financial News, Fun StuffBy Kristi SullivanFebruary 28, 2022

Thanks to my kind Qi Gong instructor, Dean Swerdlin, I am learning more about Chinese Zodiac symbolism.   For financial advisors, the first couple of months of each (Western) calendar year is filled with articles, webinars, and industry meetings about…

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Feb212022

Stock Market Losses; Yeah, They Happen

Investment Education, UncategorizedBy Kristi SullivanFebruary 21, 2022

You may have noticed that I never offer any sort of stock market forecasts, or beginning of the year prognostications, or opinions on what will happen with inflation, or dire warnings about the bond market collapse in the next 6…

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Feb142022

Love It or Leave It Part Deux

Personal FinanceBy Kristi SullivanFebruary 14, 2022

2021 Personal Finance Trends in Review   Quickly, here are the hot topics of 2021 that are embraceable or dumpable.  Feel free to disagree.  Just not to my face.   Love it: Required Minimum Distribution age moved to 72 permanently.…

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Feb72022

Last Minute Valentine’s Date Ideas

Fun StuffBy Kristi SullivanFebruary 7, 2022

Think beyond the usual packed restaurants and candy hearts.  Here are some unexpected things to do with your sweetie.  Denver-centric, so out-of-town readers you will need to find something comparable in your neighborhood.   Need release some pent-up pandemic rage?…

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