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4th of july

5 Funny quotes about the Fourth of July

Fun StuffBy Kristi Sullivan

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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summer fun

Summer fun in the Rockies

Fun StuffBy Kristi Sullivan

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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pension

Is my pension company trying to rip me off?

Investment Education, Retirement SavingsBy Kristi Sullivan

This blog is NOT meant to make you scared about your pension.  I personally LOVE when clients have a pension and rarely suggest they take a lump sum payout if offered. However, it happens occasionally that people come to me…

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A wedding costs what?!?

Financial Education, Personal FinanceBy Kristi Sullivan

According to an April 5th article on cnnmoney.com, the average wedding cost in the US rose to over $32,000 in 2015.  Compare that to the median household income of $50,000 and you can see that wedding mania may be a…

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Is Your Kid Really Going to Get a Sports Scholarship?

College Planning, Fun Stuff, Personal FinanceBy Kristi Sullivan

As I write this blog (I write them in advance of them coming out), I’m waiting for yet another cancellation notice for my sons’ games this weekend due to weather.  We will be playing spring sports make-up games until August…

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Relationship Financial Stress

Can Your Relationship Stand The Test of Financial Stress?

Personal FinanceBy Kristi Sullivan

This topic was suggested to me from my friend and financial adviser Cameron Morgan of A&I Financial.  Wow, has dating changed since the Stone Age when I was out there! I recently had an inquiry from a magazine reporter about…

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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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