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Remember The Plan, Stan!

Financial Education, Personal FinanceBy Kristi SullivanJuly 7, 2025Leave a comment

You know who stresses less about stock market volatility?  People who have a financial plan. According to the Goldman Sachs 2024 Retirement Survey and Insights: 40% of people with a financial plan feel comfortable managing their savings and investments, compared to just 16% of those without a plan. 80% of individuals with a financial plan…

How Much is Enough?

Financial Education, Investment Education, Personal Finance, Retirement Savings, UncategorizedBy Kristi SullivanJune 7, 2021

To continue the theme – or maybe you call it a months’ long rant – about why Robinhood/Bitcoin/Reddit, etc. cloud the concepts of real, grown-up investing, I’d like to show an example of rates of return and life.   Scenario:  Joe is 40 years old and has $500,000 saved for retirement.  Good job, Joe!  Joe…

Summertiiime…And the Financial Planning is Eeeeasyyyyy

Personal FinanceBy Kristi SullivanMay 17, 2021

No, the title is not a typo.  Click here if you need a reminder of a classic tune.   Now that you are singing, here are three reasons why summer is a great time to do financial planning.   Financial advisors are not under the gun for any tax deadlines (year-end activity, tax filing business)…

Give Your Financial Planner a Check-up

Financial EducationBy Kristi SullivanApril 6, 2021

Ever wonder why Bernie Madoff, perpetrator of the world’s largest Ponzi scheme, didn’t get caught by auditors at the SEC sooner?  There were a lot of reasons, but a big one is that he wasn’t even registered as an investment advisor with the SEC.  You can’t oversee what you don’t control – or not well.…

Financial Planner

Kristi’s Quotes: Will a New Year’s Resolution Help Your Retirement?

Kristi's QuotesBy Kristi SullivanDecember 25, 2016

Striving to improve our lives is part of being human. We all have things, personal and professional, we want to accomplish, goals we want to achieve, things we want to change about ourselves. That’s why we have the New Year’s resolution. Wavering in our resolve is also part of being human, which is why New…

Financial Planner

Kristi’s Quotes: CNBC.com Asks Kristi about Retirement Planning

Kristi's QuotesBy Kristi SullivanDecember 20, 2016

CNBC.com says: When people reach their 50s, a common realization is how close retirement is getting — and how far they are from having enough money to enjoy life after work. While they know more of their money should end up in their 401(k) plans or individual retirement accounts, the path to get it there…

Financial Planner

Kristi’s Quotes: Wine as an Investment?

Kristi's QuotesBy Kristi SullivanDecember 13, 2016

Kristi Sullivan, owner of Sullivan Financial Planning, hasn’t had any clients asking her about wine investing yet, but she would likely steer them in a different direction. “I think of wine collecting as more of a hobby than an investment,” she said.   Click here for more….

Ask the Advisor – Should I refinance my mortgage to pay my holiday bills?

Ask the AdvisorBy Kristi SullivanNovember 23, 2016

Ah, the holidays.  A time when you want to spend more money than usual, but your bills and paycheck stay the same.  According to the ubiquitous ads on the radio, you should be refinancing your mortgage and all of your financial dreams will come true.   Is this really the case?  I went to mortgage…

Financial Planner

Kristi’s Quotes: Is Kristi Expanding Her Business?

Kristi's QuotesBy Kristi SullivanNovember 8, 2016

It took almost two years for Gretchen Stangier, president of Stangier Wealth Management in Portland, Oregon, to find the right hire. But, she says, the effort has paid off in flexibility, the option of taking on clients with lower minimums, business continuity and a built-in sales plan when she’s ready to retire. But Sullivan Financial…

Fun and Frugal Fashion Ideas from Wardrobe Guru Dana Lynch

Fun StuffBy Kristi SullivanOctober 5, 2016

People often ask, “Kristi, how do I look fabulous while keeping my financial goals on track?”  Okay, that never really happens, but it’s a fun blog topic!  Here are some fashion on a budget tips from my friend and professional image consultant, Dana Lynch (www.elementsofimage.com).   Q:  What are fashion purchases that should be avoided…

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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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DISCLOSURE: This website is intended for general education purposes only and the information is not personal investment advice, tax, or legal. Opinions expressed are subject to change without notice and are not intended to predict the future performance of markets. Quoted information is believed to be current and truthful at the time presented. Sullivan Financial Planning, LLC is a registered investment adviser in the state of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. By using this website, you acknowledge the terms of our Privacy Policy and ADV

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