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Valentine’s Day Cocktail and Mocktail Recipes (video of me making and drinking a cocktail)

Fun StuffBy Kristi Sullivan

It’s not all boring finance around here!  Enjoy a festive drink idea in honor of St. Valentine.   Cocktail – Love Potion Martini Ingredients: 2 oz vodka 1 oz raspberry liqueur ½ oz fresh lemon juice ½ oz simple syrup…

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Fighting About Money with Your Sweetie? Read These 3 Tips.

Families and Finance, Personal FinanceBy Kristi Sullivan

“Because what are finances, really, besides an ongoing series of personal decisions?” ~ Quote from Team Lemonade.   I love this concept because it reminds us that money isn’t just numbers.  It’s a means to create a life that expresses…

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To Convert or Not to Convert? That is the Question.

Financial Education, Retirement SavingsBy Kristi Sullivan

No, not religions, although after the holidays spent with warring family factions, some people do question their faith. Last week, I explained the basics of Roth conversions.  For a little more detail, here are some pros and cons making this…

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WTF (What the Finance) is a Roth Conversion?

Financial Education, Retirement SavingsBy Kristi Sullivan

Hello, Cart!  You seem to be in front of my horse.  In looking at my newsletter archives (because I’ve read all of the Agatha Christie mysteries twice and needed something exciting to fill the void), it looks like I’ve addressed…

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Financial New Year’s Resolutions That Stick

Personal FinanceBy Kristi Sullivan

For you Rebel Tendencies out there who don’t believe in New Year’s Resolutions or To-Do lists, or people telling you when and how to set goals, you can skip this blog and go back to breaking all the rules. For…

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Selling a House is Taxing!

Financial EducationBy Kristi Sullivan

Or is it?  I hear a lot of confusion around taxes upon selling a primary residence. People believe a mash up of rules that include those for selling a rental property or long outdated laws about downsizing as a retiree.…

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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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