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Saving for College – Roth IRA vs. 529 Plan

College Planning, Families and Finance, Financial Education, Retirement SavingsBy Kristi Sullivan

There are a lot of ways to look at funding college for your kids.  There is the I-Paid-My-Way-and-Junior-Can-Too.  There is the parental guilt trip of putting away any extra money and forgoing retirement savings so young Betty Sue can go…

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If I Made Candy Hearts

Fun Stuff, Personal FinanceBy Kristi Sullivan

Ask any of my husbands, romance is not a core strength of mine.  On the other hand, I am great at eating Valentine’s candy.  It got me thinking, how can I combine my love of giving financial advice with the…

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Give Yourself the Gift of Self-Care!

Fun Stuff, UncategorizedBy Kristi Sullivan

Just in time for Valentine’s day, I am excited to feature Stacey Lohmar, esthetician at Grand Salon and Medspa, with some ideas for you (or the one you love) to pamper your body’s biggest organ.  It’s skin – get your…

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WTF (What the Finance) is a REIT Fund?

Financial Education, Personal Finance, UncategorizedBy Kristi Sullivan

A distinct memory I have from the old Fidelity days was being visited by the fund manager who oversaw the Fidelity Real Estate Investment Portfolio.  The interaction took place not long after the dot.com/9/11 stock market bust in the early…

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How Do I Pick the Best Stocks? I Don’t!

Financial Education, Investment Education, Personal FinanceBy Kristi Sullivan

One of the first things I tell prospective clients who are looking for investment help is that I don’t advise on buying or selling individual stocks.  Why is that?  Laziness?  Lack of confidence?  Don’t have the time?  Yes, all of…

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The Economy and the Stock Market: Not the Same Thing

Financial EducationBy Kristi Sullivan

The pandemic has shown investors is that reading the tea leaves regarding economic indicators doesn’t always translate to obvious investment decisions.  Unemployment is high, small businesses are closing left and right, our nation’s history of a peaceful transfer of power…

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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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