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Apr112022

Robin, Goose, or Ostrich? What Different Sized Eggs Mean to You

Retirement SavingsBy Kristi SullivanApril 11, 2022

What do different sized nest eggs mean your financial security?  Having several hundred thousand dollars saved is a huge accomplishment, but do you know the sustainable annual income those savings will support?   Let’s take Abimelech:  He is aged 66…

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Apr52022

WTF is a Qualified Opportunity Zone?

Blog PostsBy Kristi SullivanApril 5, 2022

Welcome back to my WTF (What the Finance) series!   Are you experiencing FOMO because all your friends are talking about investing in Qualified Opportunity Zones at parties and you aren’t in the action?  Probably not.  But, if you want…

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Mar282022

Spring is Sprung

Fun StuffBy Kristi SullivanMarch 28, 2022

Here in Colorado, the spring season can mean anything from blizzards to heat waves.  To jolly you along, enjoy 5 funny tweets about Spring.   The weather is warming up so now the kids can finally go outside and get…

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Mar142022

How Do I Save $4,000,000?

Personal Finance, Retirement SavingsBy Kristi SullivanMarch 14, 2022

In last week’s blog, I referenced a study that says more money = more retirement happiness up to $4,000,000.  That seems like a huge goal, and truly, it’s not for everyone, but I thought I’d use that statistic to run…

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Mar72022

What Makes Retirees Happy?

Fun Stuff, Retirement SavingsBy Kristi SullivanMarch 7, 2022

This week, I’m using data from the Health and Retirement Study to talk about what makes retirees happy and what detracts from enjoyment.  This study was begun in 1994 and tracked 20,000 retirees through 2018.*   The conclusions were that…

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Feb282022

Market Predictions from the Chinese Zodiac

Financial News, Fun StuffBy Kristi SullivanFebruary 28, 2022

Thanks to my kind Qi Gong instructor, Dean Swerdlin, I am learning more about Chinese Zodiac symbolism.   For financial advisors, the first couple of months of each (Western) calendar year is filled with articles, webinars, and industry meetings about…

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