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Mar182015
Diversified Bond Portfolio

What is a Diversified Bond Portfolio?

Investment Education, Personal Finance, Retirement SavingsBy Kristi SullivanMarch 18, 2015

If you look back on my past blogs, I explain the different types of bonds with a fun example. To summarize, bonds come in different maturity dates and different credit qualities. The longer the maturity date, the better the interest…

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Mar102015

What to Do About Investments if The Fed Raises Interest Rates

Investment Education, Retirement SavingsBy Kristi SullivanMarch 10, 2015

I’m going to spend the next couple of blogs talking about the horrifying (sarcasm) specter of rising interest rates.  This is in hopes that I won’t have to talk about it for the rest of the year.  Yeah, right. If…

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Mar42015

Have I Saved As Much As Everybody Else?

Personal Finance, Retirement SavingsBy Kristi SullivanMarch 4, 2015

There must be some physical component in the human brain that relentlessly drives us to compare our lives to that of our friends, enemies, co-workers, or ex-boyfriends.  We do it with the cars we drive, the age we marry, our…

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Feb252015
index funds, denver fee only financial planning

Index Funds vs. Actively Managed Funds Revisited

Investment Education, Personal Finance, Retirement SavingsBy Kristi SullivanFebruary 25, 2015

One of the perils of working in financial planning is that you speak in this weird language that you think others understand, but they don’t.   This is where I rely on my friends to let me know when I am…

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Feb182015

Financial Do’s and Don’ts of Divorce

Personal FinanceBy Kristi SullivanFebruary 18, 2015

First, let me be clear:  I am NOT a Certified Divorce Financial Analyst.  There are such people out there and I highly recommend you visit one before starting divorce proceedings.  This is just a quick list of things I wish…

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Feb112015
fee-only financial planning denver tips

Top 3 Financial Moves to Make While It’s Still Early in the Year

Personal FinanceBy Kristi SullivanFebruary 11, 2015

The retirement plan maximum increased in 2015 to $18,000/year with a $6,000/year catch up contribution for those aged 50 and over.  If you are fortunate enough to be adding the maximum each year to your retirement plan, make sure your…

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Kristi Sullivan, CFP®, is your trusted partner in financial planning. With 27 years of expertise and a commitment to personalized service, Kristi helps clients navigate the complexities of wealth management, retirement planning, and investment strategies.

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