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Three Bad Dad Jokes for Father’s Day

Fun StuffBy Kristi Sullivan

Where do boats go when they get sick?  To the dock.   What would the Terminator be called in retirement? The Exterminator.   My friend keeps saying “cheer up man it could be worse, you could be stuck underground in…

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Your Three Questions about Recessions Answered

Ask the AdvisorBy Kristi Sullivan

Yep, it’s been a while since we last had a recession.  And while I don’t know if we are in one now (that’s something you don’t know until it’s over), the 2022 market losses probably feel recession-y to you.  You…

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Should I or Should I Not Buy I Bonds?

Financial Education, Investment EducationBy Kristi Sullivan

I bonds are getting a lot of interest because inflation is finally up.  Over the past 10 years, the return has been around 2%-3% average over the long term.   Consider these things about I Bonds: You can only put…

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WTF (What the Finance) is Direct Indexing?

Financial Education, Investment EducationBy Kristi Sullivan

Do you feel like the financial services industry is plotting to sell you yet a new way to invest your money?  Do you wonder if investment companies are constantly looking for a way to make themselves seem smarter than you…

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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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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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