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Aug52016
Financial Planner

Kristi’s Quotes: Help Make Your Money Last

Kristi's Quotes, Retirement SavingsBy Kristi SullivanAugust 5, 2016

In this AARP article, Kristi offers a key tip when it comes to achieving your retirement goals! “Whether you’re near or in retirement, beware of taking on large expenses that can wreck your budget. This includes….”(click here for more) Contact…

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Aug32016

Back-to-School Costs WHAT?

Financial EducationBy Kristi SullivanAugust 3, 2016

And you thought college was expensive?  Try sending a 5th grader back to school.  The average reported costs for back-to-school supplies varies widely, depending on the source.  Forbes says it’s over $1,000, but that includes electronics and clothes.  Time.com was…

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Aug32016

Everyone Deserves a Financial Planner – Especially You!

Personal FinanceBy Kristi SullivanAugust 3, 2016

My friend and fellow Denver CFP ® licensee Sara Gardner came up with this tip for an article in DailyWorth.com and it really hit home:  Everyone deserves a financial planner.   Often, my friends will say to me, “When I…

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Jul272016

World Events and the Stock Market – What Should You Do When the Unexpected Happens?

Financial NewsBy Kristi SullivanJuly 27, 2016

Does anyone remember the old Saturday Night Live skits with Gilda Radner as Rosanna Rosanna Danna?  Her famous line was, “It’s always something.”  Keep this in mind when the headlines scream about some unexpected world event (Brexit, anyone?) and the…

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Jul202016

Hilarious quotes about parenting

Fun StuffBy Kristi SullivanJuly 20, 2016

Okay it’s the middle of summer and some of us may be questioning some major life choices – like the decision to procreate. Here are some funny quotes about parenting to distract you for a few minutes.     “If…

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Jul132016

A Word About Pets

Personal FinanceBy Kristi SullivanJuly 13, 2016

Why should a financial adviser be writing about pets?  Because people will open a link about pets more often than a link about money.  So, I’ll write about pets and money. First, do you know how much you spend on…

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