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Recent Legislative Updates on Colorado 529s

Financial Education, Financial NewsBy Kristi Sullivan

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

College PlanningBy Kristi Sullivan

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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Welcome to August! It’s College Planning Month on the SFP Blog.

College Planning, Financial EducationBy Kristi Sullivan

Writing blogs every week is hard work.  Therefore, I love a nice series.  Even better when it coincides with a season.  August being back-to-school month seemed like a good time to share some college planning info from Michael Van Boening…

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3 Great Quotes from Warren Buffett

Fun StuffBy Kristi Sullivan

What do Warren Buffett and Winston Churchill have in common?  Other than being famous, portly white dudes who have looked old since they were 30?  It’s their ability to put great life advice into a pithy quote.   Here are…

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Three Tips to Prepare for a Recession for Workers

Financial Education, Personal FinanceBy Kristi Sullivan

Picking up from last week, this blog is not about predicting the economy.  Even the definition of a recession is subject to debate.  It’s always good to be ready for a recession, since we don’t know when the next one…

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Three Tips to Prepare for a Recession for Retirees

Financial Education, Retirement SavingsBy Kristi Sullivan

Don’t hit the panic button; I’m not predicting a recession this month/summer/year/decade.  I don’t know when the next recession will be any more than the talking heads on TV (trust me, they don’t know either).  But, as the scouts say,…

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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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