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Sep22024

Don’t Be That Person – The One Who Sells During Down Markets

Investment EducationBy Kristi SullivanSeptember 2, 2024

Yep, it’s time again to remind dear readers that the stock market isn’t a living thing that hates you.  It’s a place where people exchange shares of companies based on a price buyers and sellers think is fair at the…

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Aug262024

What to do When You Have Too Much Green

Fun StuffBy Kristi SullivanAugust 26, 2024

What, too much cash?  Never.  Agreed!  The green I’m speaking of that you may have too much of is that summer bumper crop of zucchini. Here are three ideas for using that stunning summer squash. Zucchini Noodles (Zoodles) I tried…

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Aug182024

How do I use I Bonds?

Financial Education, Investment EducationBy Kristi SullivanAugust 18, 2024

Over the last couple of years in a higher interest rate environment, the appeal of I Bonds went  from Zero (kind of like their returns prior to 2021) to Kardashian-level break-the-internet appeal. Many clients have asked if they should get…

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Aug122024

WTF (What the Finance) is an I Bond?

Financial Education, Investment EducationBy Kristi SullivanAugust 12, 2024

After many years of low inflation, starting in 2021 I Bonds began having their moment.  So, here is a primer on how I Bonds work (today’s blog) and how you might use them in your portfolio (next week – that’s…

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Aug52024

Will Moving in Retirement Actually Save You Money?

Retirement Savings, UncategorizedBy Kristi SullivanAugust 5, 2024

Thanks to alert reader and all around supportive husband Sean Sullivan for showing me this graphic from Visual Capitalist illustrating how much income it takes to live comfortably in each state.     This is helpful in my business, because…

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Jul292024

Be a Genius About What Your Kid Needs in College

College PlanningBy Kristi SullivanJuly 29, 2024

It’s looming!  Around the country, freshman dorm move-in date is coming up in 2 weeks.  Let’s all join hands and NOT spend as much as a semester’s tuition on stuff for our kids’ dorm rooms. Now, I realize that some…

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Fee-only, advice-only financial planning for individuals and families in the Denver metro area. Kristi Sullivan, CFP®, is a registered investment adviser in the state of Colorado.

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