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change, denver financial planner

Can Change Change Your Life?

Financial EducationBy Kristi Sullivan

No, the title isn’t a typo!  Recently two concepts have been in the news that make me ponder how much small change can change your future.  The first is a poll conducted by YouGov Omnibus in January of 2018 which…

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WTF (What the Finance) is…Asset Allocation?

Financial EducationBy Kristi Sullivan

A term we financial planners throw at our clients a lot is Asset Allocation.  What does that even mean?  Well, it’s only the most important decision you make with your investments!   Asset Allocation Asset Allocation is simply the percentage…

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mother's day, denver financial advisor

Funny quotes about Mother’s Day

Fun StuffBy Kristi Sullivan

Well, these are more like quotes about motherhood, but what better time of year to share them?  Happy Mother’s Day!   “Mothers of teenagers know why animals eat their young.” ~ Author Unknown   “It would seem that something which…

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Streamlining for Health and Wealth: An Interview with Tam John

Financial EducationBy Kristi Sullivan

I’m happy to welcome back Certified Nutritionist and author of A Fresh Wellness Mindset, Tam John.  Our theme this month, in honor of Spring Cleaning, is Streamlining, both physical and financial wellness.  Let’s start with Tam’s 3 tips to get…

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Alec Baker, Denver Financial Planner

Mind over Money with Dr. Alec Baker – Part Three

Financial EducationBy Kristi Sullivan

Welcome to Part 3 of my interview with Dr. Alec Baker of Peak Living Psychology.   To finish off Dr. Baker’s interview, I wanted to end on a positive note.   KS:  What are some shared characteristics you see of individuals…

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blockchain, denver financial planner

WTF (What the Finance) is Blockchain?

Financial EducationBy Kristi Sullivan

Continuing with my new WTF series that started last month with Bitcoin, today’s explanation (attempt!) is about Blockchain.  A lot of people have been using Bitcoin/cryptocurrency/blockchain as interchangeable words, but they are not the same thing.   Cryptocurrency   Cryptocurrency…

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