Skip to content
  • About
  • Services
  • Blog
    • In the Media
  • Get In Touch
  • About
  • Services
  • Blog
    • In the Media
  • Get In Touch
Schedule A Consultation

The Sneaky Mistake That May Cost You Thousands

Financial Education, Investment Education, Personal FinanceBy Kristi SullivanSeptember 16, 2024

What is a secret blunder lurking in many people’s investment accounts?  Uninvested cash left sitting for months, years, even decades. How does this happen?  A simple misunderstanding upon transferring or adding new money to brokerage accounts.  Here is how money gets invested in a brokerage account:     Here is what often happens:    …

Sullivan Financial Planning

Fee-only, advice-only financial planning for individuals and families in the Denver metro area. Kristi Sullivan, CFP®, is a registered investment adviser in the state of Colorado.

Facebook-f Twitter Linkedin

Services

  • General Financial Plan
  • Retirement Readiness
  • Investment Analysis
  • Free Financial eBooks
  • Financial Planning Calculators

Quick Links

  • About Kristi
  • Blog
  • Schedule Consultation
  • Client Appointment Request
  • Privacy Policy

Learn a little, laugh a lot. Subscribe Here

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

© 2026 Sullivan Financial Planning, LLC. All rights reserved.

Website designed by Be Digital Marketing Co. 

Go to Top

Download Your Retirement Checklist and Timeline!

Stay organized and prepared for retirement with my comprehensive checklist and timeline. Enter your name and email below to get instant access.

Skip to content
Open toolbar Accessibility Tools

Accessibility Tools

  • Increase TextIncrease Text
  • Decrease TextDecrease Text
  • GrayscaleGrayscale
  • High ContrastHigh Contrast
  • Negative ContrastNegative Contrast
  • Light BackgroundLight Background
  • Links UnderlineLinks Underline
  • Readable FontReadable Font
  • Reset Reset