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Jun292016
4th of july

5 Funny quotes about the Fourth of July

Fun StuffBy Kristi SullivanJune 29, 2016

Even a dedicated financial planner has to take a break already from the endless nagging to save, save, save.  How about a little humor to break up the monotony?   “It’s Fourth of July weekend, or, as I call it,…

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Jun222016
summer fun

Summer fun in the Rockies

Fun StuffBy Kristi SullivanJune 22, 2016

Here are a few things I plan to do with my kiddos this summer.  I hope to see you there! Red Rocks for movie and a band – Probably not Citizen Kane, but what kids doesn’t love Ferris Bueller’s Day…

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Jun152016
pension

Is my pension company trying to rip me off?

Investment Education, Retirement SavingsBy Kristi SullivanJune 15, 2016

This blog is NOT meant to make you scared about your pension.  I personally LOVE when clients have a pension and rarely suggest they take a lump sum payout if offered. However, it happens occasionally that people come to me…

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Jun82016

A wedding costs what?!?

Financial Education, Personal FinanceBy Kristi SullivanJune 8, 2016

According to an April 5th article on cnnmoney.com, the average wedding cost in the US rose to over $32,000 in 2015.  Compare that to the median household income of $50,000 and you can see that wedding mania may be a…

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Jun12016

Is Your Kid Really Going to Get a Sports Scholarship?

College Planning, Fun Stuff, Personal FinanceBy Kristi SullivanJune 1, 2016

As I write this blog (I write them in advance of them coming out), I’m waiting for yet another cancellation notice for my sons’ games this weekend due to weather.  We will be playing spring sports make-up games until August…

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May252016
Relationship Financial Stress

Can Your Relationship Stand The Test of Financial Stress?

Personal FinanceBy Kristi SullivanMay 25, 2016

This topic was suggested to me from my friend and financial adviser Cameron Morgan of A&I Financial.  Wow, has dating changed since the Stone Age when I was out there! I recently had an inquiry from a magazine reporter about…

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Kristi Sullivan, CFP®, is your trusted partner in financial planning. With 27 years of expertise and a commitment to personalized service, Kristi helps clients navigate the complexities of wealth management, retirement planning, and investment strategies.

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