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Jul122021

Three Reasons Why Roth Conversions Don’t Make Sense for Retirees

Financial Education, Personal Finance, Retirement SavingsBy Kristi SullivanJuly 12, 2021

There is so much talk, writing, podcasting, etc. on Roth conversions these days.  Ultimately, I don’t feel doing Roth conversion (or not) will materially impact the retirement cash flow of 90% retirees.  It might affect their estate plan, but that’s…

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Jul52021

Three Fun Ways to Save Money On Pet Care

Fun StuffBy Kristi SullivanJuly 5, 2021

A line item that is often bigger than I expect in client budgets is pet care.  Okay, face it, it’s dog care.  I don’t have a lot of clients with ferrets or llamas and cats are very low maintenance.  Herewith,…

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Jun282021

Funny Quotes About July 4th

Fun StuffBy Kristi SullivanJune 28, 2021

The Fourth of July is loved by most teenagers, many America lovers, and pyromaniacs everywhere.  Those who hate it:  dogs, people with sensory disorders, and my sister.   Here is what Twitter says about the ways we celebrate American Independence.…

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Jun212021

Let’s Blow This Popsicle Stand…Or Maybe Not!

Fun StuffBy Kristi SullivanJune 21, 2021

It’s getting hot out there and what could be better to our inner child/outer adult than a gourmet popsicle or other cool treat.  Here, in no particular order are some top-rated scoops and sticks in Denver from Yelp.   HipPOPS…

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Jun142021

Ugh, If You Must…

Financial Education, Investment Education, Personal Finance, UncategorizedBy Kristi SullivanJune 14, 2021

…invest in the latest fad, at least do it prudently.  This is sort of like your mother saying, “If your friends jumped off a cliff, would you?  Yes?  Then, please pick a small cliff.”   I know that my position…

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Jun72021

How Much is Enough?

Financial Education, Investment Education, Personal Finance, Retirement Savings, UncategorizedBy Kristi SullivanJune 7, 2021

To continue the theme – or maybe you call it a months’ long rant – about why Robinhood/Bitcoin/Reddit, etc. cloud the concepts of real, grown-up investing, I’d like to show an example of rates of return and life.   Scenario: …

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