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Nov62018
scary food additives

Scary Food Additives – A Guest Blog From Tam John

Fun StuffBy Kristi SullivanNovember 6, 2018

“Choosing real food is an investment in your health, offering improvement into the way you look and feel.”  (John, 2018) Well heck yes you say!  Of course, you want Real Food!  Letting labels proclaiming to be ‘natural’ and other health…

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Oct292018
halloween, denver financial planner

7 Hilarious Quotes about Halloween

Fun StuffBy Kristi SullivanOctober 29, 2018

It can’t all be about financial education on this blog.  Even financial advisers need to laugh between appointments where they nag people to save more.  From Twitter, here are some great quotes about Halloween.   By the way, the correct…

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Oct222018
roth, denver financial planner

WTF (What the Finance) is a Roth 401(k)?

Financial EducationBy Kristi SullivanOctober 22, 2018

More and more employers are making the Roth option available in their 401(k), 403(b), and 457 plans.   What does this mean?   Well, the default contribution to retirement plans has always been tax-deferred.  Meaning, you are legally hiding income…

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Oct152018
investments, Denver financial planner

Annual Scary and Sweet Investment Column

Financial Education, Fun StuffBy Kristi SullivanOctober 15, 2018

As I sit here and eat the Take 5 bars that I will not be giving to trick-or-treaters, it seemed appropriate to offer a quick market commentary about what has been scary and sweet so far in the 2018 investment…

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Oct102018
october, Denver financial planner

Important Days in October!

Fun StuffBy Kristi SullivanOctober 10, 2018

My brilliant social media guru, Catherine Tidd of Social Seed Marketing, recently made me aware of the many opportunities to celebrate just about anything with International fill-in-the-blank days.   Sadly, I missed National Talk Like a Pirate Day on September…

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Sep302018

The Three Jars: Benefits & Lessons Learned

Families and Finance, Kids and MoneyBy Kristi SullivanSeptember 30, 2018

Welcome back, Scott Arnold, CFP ® to conclude his 2-part blog on using the Three Jars method to help teach his young boys life and money lessons.   When my wife and I started The Three Jars with our boys,…

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