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What to do When You Have Too Much Green

Fun StuffBy Kristi Sullivan

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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How do I use I Bonds?

Financial Education, Investment EducationBy Kristi Sullivan

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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WTF (What the Finance) is an I Bond?

Financial Education, Investment EducationBy Kristi Sullivan

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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Will Moving in Retirement Actually Save You Money?

Retirement Savings, UncategorizedBy Kristi Sullivan

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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Be a Genius About What Your Kid Needs in College

College PlanningBy Kristi Sullivan

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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3 Funny Memes About the Stock Market

Fun StuffBy Kristi Sullivan

Do we have to be serious all the time about investments?  Here’s hoping that even when stocks and bonds go down, a sense of humor can keep us from making emotional trading mistakes.            

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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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