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Sep172018

Con or Pro Probiotics?

Fun StuffBy Kristi SullivanSeptember 17, 2018

As my faithful readers know, sometimes I get tired of coming up with new blog content, so I arm wrestle other people into writing for me.  And sometimes the content has nothing to do with finance, just something I thought…

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Sep102018
student debt, denver financial planner

How Much Student Debt Should Parents Take On?

College PlanningBy Kristi SullivanSeptember 10, 2018

We are getting back to into the swing of the school year and for many, school means college.  College soon, or college now, and the angst of paying for it.   I went to a seminar last year by Joe…

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Sep52018
reinvest, denver financial planner

To Reinvest or Not to Reinvest – THAT is the Question!

Investment Education, Retirement SavingsBy Kristi SullivanSeptember 5, 2018

A question that comes up from clients of all ages is “how do I handle the dividends and interest from my investments?”   What is a dividend, anyway? From the Google dictionary, a dividend is “a sum of money paid…

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Aug202018
school, denver financial planner

Five Funny Quotes about Back-To-School

Fun StuffBy Kristi SullivanAugust 20, 2018

Education can get you the only thing that really matters in today’s world — an assigned parking space.” — Gene Perret   You know there is a problem with the education system when you realize that out of the 3…

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Aug162018

What in the Hail is Happening to My Insurance Rates?

Personal FinanceBy Kristi SullivanAugust 16, 2018

I am so happy to welcome guest writer and friend Julie Sequeira.  Julie is property and casualty insurance agent/expert with American Family Insurance.  Because home and auto insurance is one of our largest household expenses, I wanted a little more…

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Aug92018

The Costco Battle – Round 2

Fun StuffBy Kristi SullivanAugust 9, 2018

Welcome back to the Costco Boxing Ring!  This week, to counter the non-love of Rebecca Kennedy, we have Addie McHale, CFP ® to extoll the virtues of a Costco membership.   Kristi:  When did you get your first Costco membership? …

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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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