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If You Managed Your Relationships Like You Manage Your Investments

Financial Education, Personal FinanceBy Kristi Sullivan

While eating a breakfast burrito (when all the best ideas strike), I was lamenting my inability to convince the world of the importance of staying in their stock investments even when the value is going down.  People SAY they can…

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New Year’s Financial Resolutions

Financial Education, Fun Stuff, Personal FinanceBy Kristi Sullivan

Making New Year’s Resolutions seems silly to many.  Too vague, forgotten by February, setting yourself up for disappointment, blah, blah.  After 2020, making plans of any kind feels ridiculous.  But, if you don’t set goals, it’s unlikely you will achieve…

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A Peek Behind the Denver Real Estate Curtain

Fun Stuff, Personal FinanceBy Kristi Sullivan

This week, I’m tapping into the expertise of Denver Realtor Renee Cohen with Coldwell Banker. With such a hot market, it’s important to have all the information you need before you start your search (or list your home)!   What…

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Get the Heck Outta Town!

Fun StuffBy Kristi Sullivan

Anyone but me ready to wave goodbye to your house for a week or two?  This week I’m pleased to interview Jayne Evert, travel expert extraordinaire, and owner of Go Travel With Jayne to discuss travel trends and ideas for…

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Longevity Annuities or 5 Funny Tweets About 2020 Gratitude and A Recipe

Fun StuffBy Kristi Sullivan

If you don’t laugh, you may cry.  As there have been many opportunities to make that choice this year, let me make the first option a little easier.  Herewith, 5 funny tweets about 2020 and 1 recipe to bring to…

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WTF (What the Finance) is a State Mandated Retirement Plan?

Personal Finance, Retirement SavingsBy Kristi Sullivan

Think all workers can participate in a retirement plan?  Think again!  According to a 2019 study by the Pension Rights Center* out of 139 million full and part-time workers, only 56% are participating in a work sponsored retirement plan.  Only…

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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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