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.

A Fond Farewell to 2022

You’ve raised a glass and sung Auld Ang Syne (I hope, after the last blog you did!), and now it’s time to say goodbye to 2022.  What are we leaving behind?   Culture The Mirriam-Webster dictionary word of the year was Gaslighting.  Defined as “the act or practice of grossly misleading someone especially for one’s…

Lyrics to Auld Lang Syne

Don’t get caught flat-noted this New Year’s Eve!  Rehearse your Auld Lang Syne now and wow your friends.   Should old acquaintance be forgot and never brought to mind? Should old acquaintance be forgot and auld lang syne? [Chorus – this part repeats after every verse] For auld lang syne, my dear for auld lang…

Is Money Making You Happier?

Okay, were you REALLY that much happier in your life back when your investments were worth 25% more?  Probably, but research says that wealth is only part of the happiness equation.  In years like 2022, it might be important to remember that.   Thanks to Alert Reader Sean Sullivan for passing along this article from…

Three Fun Thanksgiving Activities

Three not-fun things to do at the Thanksgiving table Talk about how you voted in the mid-term elections. Stare at the football game. The Festivus Airing of Grievances one month early. Three more fun Thanksgiving activities Thanksgiving Mad Libs! Print out for free here. Have everyone take Gretchen Rubin’s Four Tendencies Quiz on their phone.…