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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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Apr192018
Alec Baker, Denver Financial Planner

Mind over Money with Dr. Alec Baker – Part Three

Financial EducationBy Kristi SullivanApril 19, 2018

Welcome to Part 3 of my interview with Dr. Alec Baker of Peak Living Psychology.   To finish off Dr. Baker’s interview, I wanted to end on a positive note.   KS:  What are some shared characteristics you see of individuals…

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Apr122018
blockchain, denver financial planner

WTF (What the Finance) is Blockchain?

Financial EducationBy Kristi SullivanApril 12, 2018

Continuing with my new WTF series that started last month with Bitcoin, today’s explanation (attempt!) is about Blockchain.  A lot of people have been using Bitcoin/cryptocurrency/blockchain as interchangeable words, but they are not the same thing.   Cryptocurrency   Cryptocurrency…

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Feb222018
stock market drop, denver financial planner

Ideas to protect yourself from a stock market drop

Financial Education, Investment EducationBy Kristi SullivanFebruary 22, 2018

This 9-year rise in the stock market has been called “the most hated stock rally ever.”  Maybe people are so scarred by the Great Recession that they can’t believe good news will ever happen again in the stock market.  Even…

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Jul192017
NBR

NBR asks Kristi Sullivan about the Dangers of a Large Home Loan

Kristi's QuotesBy Kristi SullivanJuly 19, 2017

When shopping for a home, it can be exciting to hear how much a bank is willing to lend you. But homeowners, especially first-time homebuyers, need to be cautious about maxing out that loan. NBR asked several financial planners their…

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Jul192017
tax-deferred

Do you REALLY know the difference between tax-free and tax-deferred?

Financial Education, Retirement SavingsBy Kristi SullivanJuly 19, 2017

What’s the difference?   Often people need help deciding whether to save for retirement in a Traditional or Roth-type of account; another way to put that is do you want tax-free or tax-deferred?  This question can come up when you…

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