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5 Easy Spring Home Improvement Ideas

Fun StuffBy Kristi Sullivan

Your home may be your largest investment.  Unlike your 401(k), it needs more active involvement to grow in value over time.  Not to mention be enjoyable as your shelter and sanctuary.  If you are like me (not a big do-it-yourselfer),…

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Revocable Trust – For You or Not for You?

Families and Finance, Financial Education, Uncategorized, What are you leaving behindBy Kristi Sullivan

Dear Readers,   Allow me to introduce you to estate planning attorney Brandon Rains.  Brandon is an experienced estate planning and business planning attorney practicing in the Denver Metro and Fort Collins areas of Colorado.  The Rains’ Law Firm values…

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You Won’t Want to Hear This

Investment EducationBy Kristi Sullivan

As financial advisors, we can be worried about offending our clients.  We may not tell you the hard truths when you are dithering about your accounts going down.   The tendency to handle clients with kid gloves could be harmful…

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Three Retiree Worries and How to Feel Better

Retirement SavingsBy Kristi Sullivan

Anxiety.  We’ve all got it.  Germs, jobs, raising kids, Russian invasions; the reasons for sleepless nights are endless.  I can’t cure them all, but here are some ideas if your worry set is centered on being retired.   Fear #1: …

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3 Thank You Gift Ideas for your CPA

Fun StuffBy Kristi Sullivan

Here are some examples of how your CPA is feeling right about now:   A 2-week-old bar of soap in a public bathroom in the 1980s. A cast member of The Walking Dead – zombie or apocalypse survivor, your choice.…

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Robin, Goose, or Ostrich? What Different Sized Eggs Mean to You

Retirement SavingsBy Kristi Sullivan

What do different sized nest eggs mean your financial security?  Having several hundred thousand dollars saved is a huge accomplishment, but do you know the sustainable annual income those savings will support?   Let’s take Abimelech:  He is aged 66…

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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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