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skiing, denver financial planner

5 Funny Quotes About Skiing

Fun StuffBy Kristi Sullivan

Not sure if I’ve mentioned it in this blog, but I love to ski.  As a naturally uncoordinated, slow person (no, I did NOT play basketball/volleyball/competitive swimming despite being almost 6 feet tall), skiing is the only sport I’ve ever…

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Moving on From Relationships

Personal FinanceBy Kristi Sullivan

As I slide ever more deeply into middle age, I can look back on many relationships that I thought would last forever, and for some reason did not.  Moving on made me feel guilty, strange, or sad.   To my…

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financial tips

3 Financial Tips for 2019

Financial EducationBy Kristi Sullivan

Give yourself the gift of financial sanity going into the new year with these 3 easy financial tips:   Stop watching any sort of financial TV.  MSNBC, Bloomberg, CNBC – they are all designed to sow fear and uncertainty in…

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municipal bonds

Municipal Bonds – the right choice for you?

Financial EducationBy Kristi Sullivan

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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financial planner

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

Financial EducationBy Kristi Sullivan

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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maturity bond funds, denver financial planner

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

Financial Education, UncategorizedBy Kristi Sullivan

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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