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The Hunt for The Mega Back Door Roth!

Financial Education, Personal Finance, Retirement Savings, UncategorizedBy Kristi Sullivan

A big topic of financial writing these days is The Mega Back Door Roth.  Sounds like a King Kong type of movie and coincidentally has about as much use in most people’s financial knowledge as a giant ape movie in…

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The Back Door Roth IRA Revisited

Financial Education, Investment Education, Retirement SavingsBy Kristi Sullivan

This blog is a repeat of the topic of a Back Door IRA.  The reason I bring it up again is that Mega-Back Door Roth IRAs have been in the news a lot lately.  I’ll discuss those next week but…

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Who Wants to Learn More About Wine?

Fun StuffBy Kristi Sullivan

I am very excited to present an interview with Nina Anderson, Wine Expert with Wine Shop at Home!  For over 12 years, Nina has been helping people learn about wine through private wine tasting experiences.  She says, “I take the…

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Regret Theory

Financial Education, Investment EducationBy Kristi Sullivan

“Regret theory suggests investors who sell at the wrong time and miss out on gains experience regret that affects their judgment, leading to subsequent market-timing mistakes,” says Sarah Newcomb, behavioral economist for research firm Morningstar and author of the book…

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The Four Tendencies: Rebels as Investors

Fun StuffBy Kristi Sullivan

Calling all Bitcoin and Tesla groupies!  This one is for you!   A Rebel was the child who said, “You’re not the boss of me,” to his parents and the adult who says, “You’re not the boss of me,” to,…

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The Four Tendencies: Questioners as Investors

Financial Education, Fun Stuff, UncategorizedBy Kristi Sullivan

As an Upholder (me), Questioners (people I may be married to) can drive me bonkers.   My attitude toward tasks and decisions is, “Get the information from an expert (maybe two) and do it already.”  I don’t tend to ask why,…

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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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