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Jan142019

Moving on From Relationships

Personal FinanceBy Kristi SullivanJanuary 14, 2019

As I slide ever more deeply into middle age, I can look back on many relationships that I thought would last forever, and for some reason did not.  Moving on made me feel guilty, strange, or sad.   To my…

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Dec202018
financial tips

3 Financial Tips for 2019

Financial EducationBy Kristi SullivanDecember 20, 2018

Give yourself the gift of financial sanity going into the new year with these 3 easy financial tips:   Stop watching any sort of financial TV.  MSNBC, Bloomberg, CNBC – they are all designed to sow fear and uncertainty in…

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Dec172018
municipal bonds

Municipal Bonds – the right choice for you?

Financial EducationBy Kristi SullivanDecember 17, 2018

Often, when discussing bond investments, people bring the idea of using municipal bonds.  If the investments in question are in a non-retirement fund, this can make sense.  But, how do we evaluate it?   Let’s take a look First, some…

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Dec122018
financial planner

It’s Not Me, It’s You: Why your financial planner is crabby

Financial EducationBy Kristi SullivanDecember 12, 2018

Since the stock market volatility of October, my financial planner friends and I have been pretty crabby.  “Well, of course,” you say, “down stock markets are terrible for investment advisors.”   Nope, that’s not the problem at all.  Getting mad…

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Dec122018
maturity bond funds, denver financial planner

Defined Maturity Bond Funds: A New(ish) Investment Option

Financial Education, UncategorizedBy Kristi SullivanDecember 12, 2018

In times of uncertainty (rising interest rates, tariff wars), investors understandably want predictability, even if it means sacrificing return.   Cash (savings accounts, money markets) offer stability, but not much interest.  For people who are working, I suggest you keep…

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Dec32018
wise words

Wise Words to Live By

Fun StuffBy Kristi SullivanDecember 3, 2018

My husband recently forwarded me this great column that makes me feel better every time I read it.  So, why not share these wise words with my faithful readers?  The theme is life lessons the author wished he had learned…

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