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Jul272016

World Events and the Stock Market – What Should You Do When the Unexpected Happens?

Financial NewsBy Kristi SullivanJuly 27, 2016

Does anyone remember the old Saturday Night Live skits with Gilda Radner as Rosanna Rosanna Danna?  Her famous line was, “It’s always something.”  Keep this in mind when the headlines scream about some unexpected world event (Brexit, anyone?) and the…

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Jul202016

Hilarious quotes about parenting

Fun StuffBy Kristi SullivanJuly 20, 2016

Okay it’s the middle of summer and some of us may be questioning some major life choices – like the decision to procreate. Here are some funny quotes about parenting to distract you for a few minutes.     “If…

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Jul132016

A Word About Pets

Personal FinanceBy Kristi SullivanJuly 13, 2016

Why should a financial adviser be writing about pets?  Because people will open a link about pets more often than a link about money.  So, I’ll write about pets and money. First, do you know how much you spend on…

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Jul62016
money tree

What if Money DID Grow on Trees?

Fun StuffBy Kristi SullivanJuly 6, 2016

Who hasn’t told someone or been told, “Money doesn’t grow on trees?”  Money through the ages hasn’t always been valued by gold, silver, and copper.  Money is often a reflection of what was valued as a society. Here is a…

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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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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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