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Should You Involve Adult Kids in Your Retirement Planning?

Families and FinanceBy Kristi Sullivan

Occasionally people ask if they should have their adult children sit in on their retirement planning appointments.  While I am all for meeting the whole family, the answer to this question depends on your situation. For some, letting Junior know…

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How to Lower Your Personal Inflation Rate

Personal FinanceBy Kristi Sullivan

Times are stressful with rising prices, crazy stock markets, and general world instability.  While you can’t control people starting a trade war, you can control how the fallout affects your bottom line. Here are some ideas on how to lower…

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Retiree Financial Scams

Top Scams That Target Retirees

Financial EducationBy Kristi Sullivan

Bonnie Parker, of Bonnie and Clyde steal-and-murder infamy was asked why she robbed banks.  She reportedly replied, “I rob banks because that’s where the money is.” And so it goes with scammers and retirees.  Older people are a great target…

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5 Funny Quotes about Father’s Day

Fun StuffBy Kristi Sullivan

Taking a break from the heavy financial stuff to celebrate Dads!    “Remember: What Dad really wants is a nap. Really.” —Dave Barry   “When I was a boy of 14, my father was so ignorant, I could hardly stand…

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The Student Loan Crunch

College Planning, Financial EducationBy Kristi Sullivan

Nope, that is not the name of a delicious new candy bar with chocolate, Rice Krispies, pretzels, salted caramel, and almonds.  I wish, and if anybody decides to manufacture this terrific idea, please let me know where to buy them.…

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What To Do with Your Cash Stash Now?

Financial Education, Personal FinanceBy Kristi Sullivan

Part of the insanity of the early 2025 investment scene is the wild ride of bonds.  Yes, even the stalwart US Treasury options have seen big moves due to the tariff situation. There is a ton of money in money…

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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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