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Costco – Love it or hate it? Two financial advisors battle it out!

Personal FinanceBy Kristi Sullivan

For your entertainment, I have brought into the fighting ring two financial advisors, Rebecca Kennedy and Addie McHale, to duke it out over whether a Costco membership is a good or bad financial move.  Hold onto your hats, readers!  This…

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merit scholarships, denver financial advisor

College Merit Scholarships: What They Are and How to Get Them

College PlanningBy Kristi Sullivan

This week I am happy to offer an article by guest blogger Sara Zessar, an expert in the field of finding the college fit for students and money to help pay the tuition.  Read more about Sara at the end…

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life expectancy, denver financial planner

WTF (What the Finance) is Life Expectancy?

Financial EducationBy Kristi Sullivan

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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summer jobs, denver financial planner

Top Summer Jobs for Teenagers

Kids and MoneyBy Kristi Sullivan

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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short term jobs, denver financial planner

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

Retirement SavingsBy Kristi Sullivan

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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impact investing, denver financial advisor

WTF (What the Finance) is…Impact Investing?

Financial EducationBy Kristi Sullivan

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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