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Three Ideas for Charitable Gifting

Financial Education, Personal FinanceBy Kristi Sullivan

The bad news is, well, there is a lot of bad news.  The good news is that when there is a lot of bad news, Americans can be counted on to step up and help each other.   Our intentions…

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Can’t My Savings Make More Money?

Financial Education, Investment Education, Personal FinanceBy Kristi Sullivan

Ultra-low interest rates present a dilemma:  Great for borrowers (both companies and individuals), potentially great for the stock market, but terrible for people who need risk free savings for emergencies or retirement income.   Unfortunately, if you need your money…

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Is a No Income Tax State Right for Your Retirement?

Financial Education, Retirement SavingsBy Kristi Sullivan

Much is made of making your permanent home in retirement in a state that has no state income tax.  I posit that there are other considerations.  First, what are the no-income-tax states?  They are Alaska, Tennessee, Wyoming, Florida, New Hampshire,…

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Give Your Financial Planner a Check-up

Financial EducationBy Kristi Sullivan

Ever wonder why Bernie Madoff, perpetrator of the world’s largest Ponzi scheme, didn’t get caught by auditors at the SEC sooner?  There were a lot of reasons, but a big one is that he wasn’t even registered as an investment…

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Spotlight on Branding Photography

Financial Education, Fun StuffBy Kristi Sullivan

This week I am thrilled to spotlight professional photographer Willy Wilson.  What does photography have to do with your finances?  Well, if you are in sales or a business owner or just want to grow your career with a killer…

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WTF (What the Finance) is a Hedge Fund?

Financial EducationBy Kristi Sullivan

In the world of investments, there are ways to make and lose money that are reserved for Accredited Investors (rich people).  Hedge funds are one of these instruments.   A hedge fund is a pool of many investors’ money managed…

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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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