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Oct22023

Pumpkin Spice is Here and You Know What That Means…

Fun StuffBy Kristi SullivanOctober 2, 2023

The holidays are upon us, and if Christmas tree displays in September didn’t remind you, it’s time to get started on whatever year-end shopping you do. I’m a big fan of starting holiday shopping early and with purpose.  Before I…

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Sep182023

Five Money Tips from Kristi

Financial Education, Personal Finance, UncategorizedBy Kristi SullivanSeptember 18, 2023

We’ve revisited some financial rules of thumb this month.  Here are a few more bits of (maybe obvious) advice to achieve financial security.   Simple portfolios work just fine. Investments don’t have to be complex or expensive to be good. …

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Sep112023

Prioritizing Your Savings

Personal Finance, Retirement SavingsBy Kristi SullivanSeptember 11, 2023

Did you know that there is such a thing as too much savings?  It’s true!  Some people over save in their emergency fund.  Or even in retirement accounts.  Not everyone is the chronic over-spender the media would have you believe.…

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Aug282023

Back to School for Money

Financial Education, Personal FinanceBy Kristi SullivanAugust 28, 2023

Do you remember how when you started back to school, teachers would spend the first week or so reviewing things you learned last year?  Probably to prime the pump for your brain to bring in the new information. In that…

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Aug142023

Recent Legislative Updates on Colorado 529s

Financial Education, Financial NewsBy Kristi SullivanAugust 14, 2023

The government just loves to roll out new investment tools and then spend the next 50 years tinkering with the rules.  529 college savings plans are no different.  Lately there is good news and bad news on the legislative front.…

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Aug72023

College Planning Month Part 2: Pros and Cons of Using a 529 Account

College PlanningBy Kristi SullivanAugust 7, 2023

There are a lot of myths around 529 plan that keep people from opening an account.  I’m not suggesting that everyone must use a 529 account to save for college (see next week’s blog for alternatives).  However, it is a…

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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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