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financial check-up

Mid-Year Financial Check-Up: 4 things you should think about now

College Planning, Financial Education, Personal Finance, Retirement SavingsBy Kristi Sullivan

It’s July already????   Yikes, 2017 has gone by quickly!  Time to do a financial check-up on those New Year’s Resolutions to see how you are doing.  I don’t know what your resolutions were, so here are a few common…

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pay off

Debt-free would be nice. But SHOULD you pay off your mortgage?

Financial Education, Kristi's QuotesBy Kristi Sullivan

The payoff?   Wondering if you should pay off your mortgage early or stick with those monthly payments? You’re not alone. In this article from dynamicnsurance.com, I’m asked whether getting rid of your mortgage is actually a good idea. I…

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sports

What are the Odds? A look at sports scholarships.

College Planning, Families and FinanceBy Kristi Sullivan

Are you game?   I admit it. Often when we go to my kids’ sports games I bring along a guy who yells at my kids from the sidelines.  He is their father, so I don’t have much choice.  Occasionally,…

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tax refund

Your Tax Refund: What you can do with that extra cash

Financial EducationBy Kristi Sullivan

Got your tax refund? Let’s go crazy!   Shoot. You know me better than that. The average US tax refund was $2,800 in 2016.  What to do with that mad money?   Here are some ideas, in order, from your…

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Kristi's Quotes

Cost of Living: How much should you be spending on rent?

Financial Education, Kristi's QuotesBy Kristi Sullivan

If you’re paying more than 28% of your salary on rent…   …you’re paying too much. In this article from Credit.com, I detail how your monthly expenses should be allotted.   Let’s take a look   If you’re like many…

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Kristi's Quotes

Reverse Mortgages: How do you know if it’s right for you?

Financial Education, Kristi's QuotesBy Kristi Sullivan

Let’s get detailed about reverse mortgages. This isn’t the first time I’ve tackled this subject. But Investopedia recently published a more detailed article (written by yours truly) that provides more information about reverse mortgages and whether or not they’re right…

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Fee-only, advice-only financial planning for individuals and families in the Denver metro area. Kristi Sullivan, CFP®, is a registered investment adviser in the state of Colorado.

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