Skip to content

Daily Archives: June 7, 2021

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…

© 2022 Sullivan Financial Planning. Website designed by Be Digital Marketing Co. 

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

Go to Top