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Aug92018

The Costco Battle – Round 2

Fun StuffBy Kristi SullivanAugust 9, 2018

Welcome back to the Costco Boxing Ring!  This week, to counter the non-love of Rebecca Kennedy, we have Addie McHale, CFP ® to extoll the virtues of a Costco membership.   Kristi:  When did you get your first Costco membership? …

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Aug22018

Costco – Love it or hate it? Two financial advisors battle it out!

Personal FinanceBy Kristi SullivanAugust 2, 2018

For your entertainment, I have brought into the fighting ring two financial advisors, Rebecca Kennedy and Addie McHale, to duke it out over whether a Costco membership is a good or bad financial move.  Hold onto your hats, readers!  This…

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Jul192018
merit scholarships, denver financial advisor

College Merit Scholarships: What They Are and How to Get Them

College PlanningBy Kristi SullivanJuly 19, 2018

This week I am happy to offer an article by guest blogger Sara Zessar, an expert in the field of finding the college fit for students and money to help pay the tuition.  Read more about Sara at the end…

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Jul192018
life expectancy, denver financial planner

WTF (What the Finance) is Life Expectancy?

Financial EducationBy Kristi SullivanJuly 19, 2018

Life expectancy is a concept that seems basic but is not well understood.  If we all knew the exact date of our death, the whole financial advice industry could cease to exist.  After all, if you know exactly how many…

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Jul52018
summer jobs, denver financial planner

Top Summer Jobs for Teenagers

Kids and MoneyBy Kristi SullivanJuly 5, 2018

I can’t believe it.  My niece, who was just an infant yesterday, is now lifeguarding at the neighborhood pool where I grew up!  The family is promising her lots of visits in our string bikinis to support her and she…

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Jun212018
short term jobs, denver financial planner

The SFP Channel: Contributing to retirement accounts for short term jobs

Retirement SavingsBy Kristi SullivanJune 21, 2018

If you’re thinking that the job you have is only going to be short-term and you’re wondering if you should contribute to your retirement account, check out the video below!  

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