My name is Kristi Sullivan and I have been helping people achieve financial security since 1996. I am a fee-only financial planner and public speaker. I do no investment or insurance sales for commissions. My clients pay me for guidance through their financial questions. I also work with employers to educate their employees about personal finance.
I have been helping people make financial decisions for 18 years. I have worked in employee benefits and with individual clients/families. I hold the Certified Financial Planner designation. Sullivan Financial Planning, LLC is a Registered Investment Advisory firm with the State of Colorado. Areas of expertise include prioritizing savings goals, investment allocation, and wealth manager searches.
For you Rebel Tendencies out there who don’t believe in New Year’s Resolutions or To-Do lists, or people telling you when and how to set goals, you can skip this blog and go back to breaking all the rules. For the rest of us, January often feels like a good time to assess where we…
When a question comes up repeatedly, that means it’s time for a blog about it. Lately I have heard tons of frustration from clients who are trying to buy a house, but the inventory is so low and pitiful and expensive that they are stepping away from the hunt. Sometimes for a short mental health…
Or is it? I hear a lot of confusion around taxes upon selling a primary residence. People believe a mash up of rules that include those for selling a rental property or long outdated laws about downsizing as a retiree. It’s fairly straightforward (as IRS rules go). If you are single, the first $250,000…
If conversation should get slow (or political), use this handy holiday Mad Libs to lighten up the atmosphere. Holiday Mad Libs Each year my family and I (verb) _________________ to our grandparents’ (noun) ___________________to celebrate (name of holiday) _____________________. The weather can sometimes be (adjective) ________________________, so we start out early. We love to…
Who wants to think about saving more for retirement during the fun of holiday shopping? You do! The IRS, that go-to fun squad for gifts that keep on giving, has adjusted the maximum for retirement savings in 2024. The time to get your percentages and autopayments adjusted is now! Here is what is in…
Today, I’m happy to turn the blog over to Tam John, a nutritionist who specializes in Personalized Functional Nutritional Therapy to balance your blood sugar naturally with food. Take it away Tam! Don’t let the fluff of the holiday gatherings’ food in all their overly sweet and processed disguises leave you feeling off and out…
Your eating won’t be light today, so the blog content is. Enjoy a quick laugh and best wishes from me for a joyful Thanksgiving. “May your stuffing be tasty. May your turkey be plump. May your potatoes and gravy have nary a lump. May your yams be delicious and your pies take the prize,…
You can picture it now: Gathered around the warm fire, drinking hot chocolate with your grandkids, everyone’s cheeks red from a lovely day of skiing. Or maybe gathered around the barbque on your deck overlooking the Gulf of Mexico, watching the grandchildren make sandcastles, everyone’s cheeks red from sunburn. Either way, you have a vision…
Sure, you are probably looking more for stocking stuffers than a mountain chalet right now. But, if the onset of ski season has you hankering for a refuge from Saturday morning gridlock, read on for a fast list of what’s good and not-so-good about owning a vacation home. Pros A place to create family memories…
As you are deciding who is bringing what to the Thanksgiving feast, here is an easy, delicious take on sweet potatoes that you can volunteer to bring. This recipe is from my grandmother, Hope Mouton, and has some slightly vague measurements. It’s impossible to screw up this combo of ingredients, so feel free to get…