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Are You Doing Allowance Right?

Financial Education, Kids and MoneyBy Kristi Sullivan

Ha! That was just an attention grabber.  There isn’t really a right or wrong way to manage allowance, as long as you are consistent and communicate the rules to your kids.   The big controversy is whether to tie allowance…

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Financial Planner

Kristi’s Quotes: The Best Way to Save if you’re Self-Employed

Kristi's Quotes, Retirement SavingsBy Kristi Sullivan

Are you self-employed and wondering how to plan for retirement?  Kristi says you may actually may have more options than you think.  Check out her quote in the Chicago Tribune!   “SEP-IRAs are easy and inexpensive to set up, and….”…

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Good Money Habits for Kids

Personal FinanceBy Kristi Sullivan

I’m often surprised by the level of support my retired clients are giving their middle-aged children.  Sometimes it can derail an otherwise good retirement plan. That’s why it’s important to teach good money habits to kids as early as possible. …

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Financial Planner

Kristi’s Quotes: Money Management and Aging Parents

Aging Parents, Personal FinanceBy Kristi Sullivan

Do you know when to ask for help when caring for aging parents? In this post in Money, Kristi helps you figure it out!   Denver financial planner Kristi Sullivan recommends hiring a case manager to do the heavy lifting. …

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How Does Your College Savings Account Affect Your Child’s Eligibility for Financial Aid?

College PlanningBy Kristi Sullivan

It’s almost back to school time!  To me, that means back to homework time for parents.  And why do we do all of this nagging and whip cracking to our kids about grades?  So they can go to college and…

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Financial Planner

Kristi’s Quotes: Help Make Your Money Last

Kristi's Quotes, Retirement SavingsBy Kristi Sullivan

In this AARP article, Kristi offers a key tip when it comes to achieving your retirement goals! “Whether you’re near or in retirement, beware of taking on large expenses that can wreck your budget. This includes….”(click here for more) Contact…

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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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