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Sep192022

How You Can Use the 4% Rule

Financial Education, Retirement SavingsBy Kristi SullivanSeptember 19, 2022

You may have heard of Bill Bengen’s 4% rule for retirement withdrawal.  Through back testing and calculating and thinking really hard, Mr. Bengen concluded that a retiree could start taking 4% out of investments and have his/her nest egg last…

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Sep122022

Is This Rental Property a Good Investment?

Financial Education, Personal FinanceBy Kristi SullivanSeptember 12, 2022

Calling all grumpy Boomers and Gen X-ers:  Say what you want about Millennials, Gen Z, The Youth of Today, but in my experience, young adults have a lot of financial savvy.   One thing I help 20-and-30-somethings with often is…

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Sep62022

Three E-Newsletters You Might Like

Financial EducationBy Kristi SullivanSeptember 6, 2022

It’s possible you are NOT looking for more content to clog up your inbox.  Just in case you’d like some quality reads, here are three that I like:   3-2-1 from James Clear, author of Atomic Habits.  Which I still…

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Aug292022

Plan Now! Oktoberfest is Upon Us

Fun Stuff, UncategorizedBy Kristi SullivanAugust 29, 2022

This may seem like a weird blog coming from me – a non-beer drinker and not a lover of dachshunds.  But Oktoberfest has lots more to enjoy like German wines, giant pretzels, and adults dressed in Lederhosen.   Read on…

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Aug222022

Designate a Trusted Contact

Financial Education, Personal FinanceBy Kristi SullivanAugust 22, 2022

In a previous blog I mentioned attending the Investment News Women’s Advisor Summit.  Here is another tidbit I learned.   You can add a Designated Trusted Contact to your accounts and with your investment advisor.  This isn’t the same level…

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Aug152022

Three Colorado Long Weekend Getaways

Fun StuffBy Kristi SullivanAugust 15, 2022

Looking for a break in your routine, but reluctant to join the airline chaos that is Summer 2022?  Here are some quick ideas for you.   Manitou Springs A quaint little town adjacent to the south side of Colorado Springs,…

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