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Sullivan Financial Planning
Putting the Financial Pieces Together
Sullivan Financial Planning
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  • Welcome
  • About Me
  • Work With Me
    • Online Classes for the Do-It-Yourselfer
    • Financial Planning Consultation
    • In-Depth Financial Planning
    • Hire Kristi to Speak
  • Blog
    • In the Media
  • Get In Touch
  • Financial Calculators

Category Archives: Blog Posts

How Do I Pick the Best Stocks? I Don’t!

Financial Education, Investment Education, Personal FinanceBy Kristi SullivanJanuary 19, 2021Leave a comment

One of the first things I tell prospective clients who are looking for investment help is that I don’t advise on buying or selling individual stocks.  Why is that?  Laziness?  Lack of confidence?  Don’t have the time?  Yes, all of the above.   It is my opinion (and it’s my blog so you have to…

The Economy and the Stock Market: Not the Same Thing

Financial EducationBy Kristi SullivanJanuary 11, 2021Leave a comment

The pandemic has shown investors is that reading the tea leaves regarding economic indicators doesn’t always translate to obvious investment decisions.  Unemployment is high, small businesses are closing left and right, our nation’s history of a peaceful transfer of power is in question, and the stock market touches record highs.  What gives?   This is…

If You Managed Your Relationships Like You Manage Your Investments

Financial Education, Personal FinanceBy Kristi SullivanJanuary 4, 2021Leave a comment

While eating a breakfast burrito (when all the best ideas strike), I was lamenting my inability to convince the world of the importance of staying in their stock investments even when the value is going down.  People SAY they can handle volatility, but when a little thing like a pandemic or election comes along, their…

New Year’s Financial Resolutions

Financial Education, Fun Stuff, Personal FinanceBy Kristi SullivanDecember 28, 2020Leave a comment

Making New Year’s Resolutions seems silly to many.  Too vague, forgotten by February, setting yourself up for disappointment, blah, blah.  After 2020, making plans of any kind feels ridiculous.  But, if you don’t set goals, it’s unlikely you will achieve them.   Herewith, a list of ten financial resolutions I hope some of you will…

A Peek Behind the Denver Real Estate Curtain

Fun Stuff, Personal FinanceBy Kristi SullivanDecember 14, 2020Leave a comment

This week, I’m tapping into the expertise of Denver Realtor Renee Cohen with Coldwell Banker. With such a hot market, it’s important to have all the information you need before you start your search (or list your home)!   What goes on behind the scenes when there are multiple offers on a house and how…

Get the Heck Outta Town!

Fun StuffBy Kristi SullivanDecember 8, 2020Leave a comment

Anyone but me ready to wave goodbye to your house for a week or two?  This week I’m pleased to interview Jayne Evert, travel expert extraordinaire, and owner of Go Travel With Jayne to discuss travel trends and ideas for 2021 and beyond.   Q:  Jayne what do you foresee happening in travel in the…

Longevity Annuities or 5 Funny Tweets About 2020 Gratitude and A Recipe

Fun StuffBy Kristi SullivanNovember 30, 2020Leave a comment

If you don’t laugh, you may cry.  As there have been many opportunities to make that choice this year, let me make the first option a little easier.  Herewith, 5 funny tweets about 2020 and 1 recipe to bring to a small, socially distanced gathering.   My 2020 gratitude journal is written entirely in profanity…

WTF (What the Finance) is a State Mandated Retirement Plan?

Personal Finance, Retirement SavingsBy Kristi SullivanNovember 23, 2020Leave a comment

Think all workers can participate in a retirement plan?  Think again!  According to a 2019 study by the Pension Rights Center* out of 139 million full and part-time workers, only 56% are participating in a work sponsored retirement plan.  Only 12% of employers with less than 100 employees even offer a 401(k) plan**.   As…

Real Estate Attorneys and The People Who Need Them

College Planning, Families and Finance, Financial EducationBy Kristi SullivanNovember 16, 2020Leave a comment

This week I am thrilled to interview real estate attorney and fellow volunteer Jill Klancke of Klancke and Cook Attorneys at Law.   Jill’s bio and contact information follows the interview, but for the sake of newsletter formatting I want to get straight to the Q&A.  Turns out, real estate attorneys have a front row…

Sneaking In The Back Door

Financial Education, Investment Education, Personal Finance, Retirement SavingsBy Kristi SullivanNovember 9, 2020Leave a comment

Have Suze Orman, Jim Kramer, or Dave Ramsay ever encouraged you to use the back door?  No, not a sexy affair with a finance celebrity!  I’m talking about a Backdoor Roth Contribution.   First, some basics Roth IRAs allow you to contribute up to $6,000 per year ($7,000 if you are aged 50+) to an…

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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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