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. …
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. …
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…
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…
And you thought college was expensive? Try sending a 5th grader back to school. The average reported costs for back-to-school supplies varies widely, depending on the source. Forbes says it’s over $1,000, but that includes electronics and clothes. Time.com was…
My friend and fellow Denver CFP ® licensee Sara Gardner came up with this tip for an article in DailyWorth.com and it really hit home: Everyone deserves a financial planner. Often, my friends will say to me, “When I…
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