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Pros and Cons of Leaving a Vacation Home to Heirs

Families and FinanceBy Kristi Sullivan

You can picture it now: Gathered around the warm fire, drinking hot chocolate with your grandkids, everyone’s cheeks red from a lovely day of skiing.  Or maybe gathered around the barbque on your deck overlooking the Gulf of Mexico, watching…

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Pros and Cons of Buying a Vacation Home

Fun StuffBy Kristi Sullivan

Sure, you are probably looking more for stocking stuffers than a mountain chalet right now.  But, if the onset of ski season has you hankering for a refuge from Saturday morning gridlock, read on for a fast list of what’s…

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Hope Mouton’s Sweet Potatoes for Your Thanksgiving Table

Fun StuffBy Kristi Sullivan

As you are deciding who is bringing what to the Thanksgiving feast, here is an easy, delicious take on sweet potatoes that you can volunteer to bring. This recipe is from my grandmother, Hope Mouton, and has some slightly vague…

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To Roll or Not to Roll?

Financial Education, Retirement SavingsBy Kristi Sullivan

Get your minds out of the marijuana plant.  I’m not talking about that type of rolling.  Rather, the pros and cons of rolling your old 401k/403b plans into a Rollover IRA. Generally, I say YES, you should move money out…

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Annual Sweet and Scary Blog

Investment EducationBy Kristi Sullivan

It’s October, and like candy corns, witch hats, and tacky people putting up their Christmas trees already, you have come to expect the annual review on the best and worst performing sectors of the economy so far this year. As…

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WTF (What the Finance) Is a Qualified Charitable Distribution?

Financial EducationBy Kristi Sullivan

To encourage you not to leave all the year-end tasks until, well, the end of the year, I’d like to explain a charitable gifting hack for readers aged 70 ½ and older. The Qualified Charitable Distribution (aka QCD) allows people…

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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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