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What to Do About Investments if The Fed Raises Interest Rates

Investment Education, Retirement SavingsBy Kristi Sullivan

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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Have I Saved As Much As Everybody Else?

Personal Finance, Retirement SavingsBy Kristi Sullivan

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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index funds, denver fee only financial planning

Index Funds vs. Actively Managed Funds Revisited

Investment Education, Personal Finance, Retirement SavingsBy Kristi Sullivan

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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Financial Do’s and Don’ts of Divorce

Personal FinanceBy Kristi Sullivan

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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fee-only financial planning denver tips

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

Personal FinanceBy Kristi Sullivan

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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Asset Allocation, or What’s in YOUR portfolio?

Investment Education, Personal Finance, Retirement SavingsBy Kristi Sullivan

Here’s a little secret that most investment salespeople will not tell you: The actual investments you choose aren’t really that important.  Buying Whole Foods or Walmart or Kroger stock is the least important financial decision you will make. What?  How…

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