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Prioritizing Your Savings

Personal Finance, Retirement SavingsBy Kristi SullivanSeptember 11, 2023

Did you know that there is such a thing as too much savings?  It’s true!  Some people over save in their emergency fund.  Or even in retirement accounts.  Not everyone is the chronic over-spender the media would have you believe. There should be a balance to saving for the future and enjoying your life today. …

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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