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Jul192018
life expectancy, denver financial planner

WTF (What the Finance) is Life Expectancy?

Financial EducationBy Kristi SullivanJuly 19, 2018

Life expectancy is a concept that seems basic but is not well understood.  If we all knew the exact date of our death, the whole financial advice industry could cease to exist.  After all, if you know exactly how many…

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Jul52018
summer jobs, denver financial planner

Top Summer Jobs for Teenagers

Kids and MoneyBy Kristi SullivanJuly 5, 2018

I can’t believe it.  My niece, who was just an infant yesterday, is now lifeguarding at the neighborhood pool where I grew up!  The family is promising her lots of visits in our string bikinis to support her and she…

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Jun212018
short term jobs, denver financial planner

The SFP Channel: Contributing to retirement accounts for short term jobs

Retirement SavingsBy Kristi SullivanJune 21, 2018

If you’re thinking that the job you have is only going to be short-term and you’re wondering if you should contribute to your retirement account, check out the video below!  

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Jun132018
impact investing, denver financial advisor

WTF (What the Finance) is…Impact Investing?

Financial EducationBy Kristi SullivanJune 13, 2018

Impact investing has been around for a while.  The idea is to direct your money to causes that are important to you and away from companies with products you dislike.   In a December 2017 I gave examples of mutual…

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Jun72018
yard sale, denver financial planner

I LOVE a good yard sale!

Fun StuffBy Kristi SullivanJune 7, 2018

I hate clutter.  And most anything that doesn’t have immediate use to me is clutter.  My mom once said about me, “Don’t stand still in Kristi’s house for more than two minutes or she’ll donate you to Goodwill.”  Some people…

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May312018
caregivers, denver financial planner

Retirees who don’t have built in caregivers

Families and FinanceBy Kristi SullivanMay 31, 2018

Not that long ago, words like “retirement” and “caregivers” weren’t part of our vocabulary.  People worked until they could no longer physically do so and then died shortly after.   Generations of families lived together, so Grandma took care of the…

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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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