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Jun72018
yard sale, denver financial planner

I LOVE a good yard sale!

Fun StuffBy Kristi SullivanJune 7, 2018

I hate clutter.  And most anything that doesn’t have immediate use to me is clutter.  My mom once said about me, “Don’t stand still in Kristi’s house for more than two minutes or she’ll donate you to Goodwill.”  Some people…

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May312018
caregivers, denver financial planner

Retirees who don’t have built in caregivers

Families and FinanceBy Kristi SullivanMay 31, 2018

Not that long ago, words like “retirement” and “caregivers” weren’t part of our vocabulary.  People worked until they could no longer physically do so and then died shortly after.   Generations of families lived together, so Grandma took care of the…

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May242018
change, denver financial planner

Can Change Change Your Life?

Financial EducationBy Kristi SullivanMay 24, 2018

No, the title isn’t a typo!  Recently two concepts have been in the news that make me ponder how much small change can change your future.  The first is a poll conducted by YouGov Omnibus in January of 2018 which…

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May172018

WTF (What the Finance) is…Asset Allocation?

Financial EducationBy Kristi SullivanMay 17, 2018

A term we financial planners throw at our clients a lot is Asset Allocation.  What does that even mean?  Well, it’s only the most important decision you make with your investments!   Asset Allocation Asset Allocation is simply the percentage…

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May122018
mother's day, denver financial advisor

Funny quotes about Mother’s Day

Fun StuffBy Kristi SullivanMay 12, 2018

Well, these are more like quotes about motherhood, but what better time of year to share them?  Happy Mother’s Day!   “Mothers of teenagers know why animals eat their young.” ~ Author Unknown   “It would seem that something which…

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May32018

Streamlining for Health and Wealth: An Interview with Tam John

Financial EducationBy Kristi SullivanMay 3, 2018

I’m happy to welcome back Certified Nutritionist and author of A Fresh Wellness Mindset, Tam John.  Our theme this month, in honor of Spring Cleaning, is Streamlining, both physical and financial wellness.  Let’s start with Tam’s 3 tips to get…

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