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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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stock market drop, denver financial planner

Ideas to protect yourself from a stock market drop

Financial Education, Investment EducationBy Kristi Sullivan

This 9-year rise in the stock market has been called “the most hated stock rally ever.”  Maybe people are so scarred by the Great Recession that they can’t believe good news will ever happen again in the stock market.  Even…

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NBR

NBR asks Kristi Sullivan about the Dangers of a Large Home Loan

Kristi's QuotesBy Kristi Sullivan

When shopping for a home, it can be exciting to hear how much a bank is willing to lend you. But homeowners, especially first-time homebuyers, need to be cautious about maxing out that loan. NBR asked several financial planners their…

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tax-deferred

Do you REALLY know the difference between tax-free and tax-deferred?

Financial Education, Retirement SavingsBy Kristi Sullivan

What’s the difference?   Often people need help deciding whether to save for retirement in a Traditional or Roth-type of account; another way to put that is do you want tax-free or tax-deferred?  This question can come up when you…

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investing pros

Want to Dump that Loser? Here are some tips from investing pros

Kristi's QuotesBy Kristi Sullivan

Hang on!   Tempted to buy more of your winners and dump your losing investments?  Read tips from investing pros (including me!) on how to avoid that mistake. Tips from Investing Pros   The editorial team at ETF Reference surveyed…

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