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Differing FICO scores – Is love enough to overcome?

Financial Education, Personal FinanceBy Kristi Sullivan

Forget big age differences.  Having a conflict in credit scores can be an early determinant of whether your relationship will last.   Your FICO score is a quick way for companies to determine your relationship with money.  It is used…

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5 Fun Quotes About Love and Money

Fun StuffBy Kristi Sullivan

“Money is not the most important thing in the world.  Love is.  Fortunately, I LOVE money.” – Jackie Mason   “Money and women.  They’re the two strongest things in the world.  There are things you do for a woman you…

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Show Your Love by Working Towards Financial Goals Together

Fun Stuff, Personal FinanceBy Kristi Sullivan

Here are some traditional gifts of love that you can replace with gifts of financial health with your sweetie.   Cost of one dozen red roses delivered:  $69.99 Invest $69.99/year for 20 years at 7% and you will have $3,070. …

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Learning to Love Stock Market Drops

Financial Education, Investment EducationBy Kristi Sullivan

That’s right, it’s February and my theme of the month is love.  “Why so obvious and cliché?” you ask.  Well, you try writing 52 blogs a year.  You’ll find yourself grasping for any holiday theme, too.   What investors and…

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IRA Contributions – To Roth or Not to Roth? That is the Question!

Financial Education, Investment Education, Personal Finance, Retirement SavingsBy Kristi Sullivan

Well, maybe it wasn’t a burning question until you opened this blog.  But, April 15th is coming up, so it’s time to start thinking about whether or not you will contribute to an IRA and if so, what type?  …

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Feeling the Advisor Shuffle?

Financial Education, Personal FinanceBy Kristi Sullivan

An article by Alex Padalka in the December 21st Financial Advisor IQ newsletter talked about how Wells Fargo is incenting its more experienced advisors to move clients with under $65,000 to trainees.  The idea is for advisers to have a…

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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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