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Dec172018
municipal bonds

Municipal Bonds – the right choice for you?

Financial EducationBy Kristi SullivanDecember 17, 2018

Often, when discussing bond investments, people bring the idea of using municipal bonds.  If the investments in question are in a non-retirement fund, this can make sense.  But, how do we evaluate it?   Let’s take a look First, some…

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Dec122018
financial planner

It’s Not Me, It’s You: Why your financial planner is crabby

Financial EducationBy Kristi SullivanDecember 12, 2018

Since the stock market volatility of October, my financial planner friends and I have been pretty crabby.  “Well, of course,” you say, “down stock markets are terrible for investment advisors.”   Nope, that’s not the problem at all.  Getting mad…

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Dec122018
maturity bond funds, denver financial planner

Defined Maturity Bond Funds: A New(ish) Investment Option

Financial Education, UncategorizedBy Kristi SullivanDecember 12, 2018

In times of uncertainty (rising interest rates, tariff wars), investors understandably want predictability, even if it means sacrificing return.   Cash (savings accounts, money markets) offer stability, but not much interest.  For people who are working, I suggest you keep…

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Dec32018
wise words

Wise Words to Live By

Fun StuffBy Kristi SullivanDecember 3, 2018

My husband recently forwarded me this great column that makes me feel better every time I read it.  So, why not share these wise words with my faithful readers?  The theme is life lessons the author wished he had learned…

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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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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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