May 20, 2019 - Sullivan Financial Planning

Life Insurance – Do you even need it?

Financial Education, Personal FinanceBy Kristi Sullivan May 20, 2019

I’m running across more young people who have been sold (tricked into?) whole life insurance policies. These are insurance products that you pay into for the rest of your life. Your heirs get a death benefit, and cash value accumulates in the policy over time. Sounds great right? EXCEPT: It takes many years of…

Using rental real estate as a retirement income source

In the NewsBy Kristi Sullivan May 20, 2019

Not to be overlooked is direct ownership of rental property, according to Kristin Sullivan, CFP, owner of Sullivan Financial Planning in Denver. “In the modeling for retirement income planning, I’ll often show the impact of keeping the rental property and using the income throughout retirement versus selling at some point in the future,” she said.…