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Nov262018
Christmas gift guide

Christmas Gift Guide: One-Stop Shopping HERE

Fun StuffBy Kristi SullivanNovember 26, 2018

Looking for something different to put under the tree this year?  How about these beauties?   Don’t be bored with your old board games!  Give these adult versions of classic games from Hasbro a try!  Clue (lost in Vegas), Sorry,…

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Nov192018
5 Conversation Starters for your Thanksgiving Table

5 Conversation Starters for your Thanksgiving Table

Fun StuffBy Kristi SullivanNovember 19, 2018

Let’s face it, even the most animated family and friends can have conversation lags during a whole day spent cooking, snacking, drinking, snacking, basting, mashing, snacking, yelling at the football game, moving things around frantically in the oven, and finally,…

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Nov122018
thanksgiving recipe

Rock Your Thanksgiving with This Recipe

Fun StuffBy Kristi SullivanNovember 12, 2018

I don’t mean to brag (well, of course I do – anyone starting a sentence like that is about to brag), but I have been making cornbread dressing for my family since my teens and it is really good.  I…

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Nov62018
scary food additives

Scary Food Additives – A Guest Blog From Tam John

Fun StuffBy Kristi SullivanNovember 6, 2018

“Choosing real food is an investment in your health, offering improvement into the way you look and feel.”  (John, 2018) Well heck yes you say!  Of course, you want Real Food!  Letting labels proclaiming to be ‘natural’ and other health…

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Oct292018
halloween, denver financial planner

7 Hilarious Quotes about Halloween

Fun StuffBy Kristi SullivanOctober 29, 2018

It can’t all be about financial education on this blog.  Even financial advisers need to laugh between appointments where they nag people to save more.  From Twitter, here are some great quotes about Halloween.   By the way, the correct…

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Oct222018
roth, denver financial planner

WTF (What the Finance) is a Roth 401(k)?

Financial EducationBy Kristi SullivanOctober 22, 2018

More and more employers are making the Roth option available in their 401(k), 403(b), and 457 plans.   What does this mean?   Well, the default contribution to retirement plans has always been tax-deferred.  Meaning, you are legally hiding income…

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Kristi Sullivan, CFP®, is your trusted partner in financial planning. With 27 years of expertise and a commitment to personalized service, Kristi helps clients navigate the complexities of wealth management, retirement planning, and investment strategies.

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