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The Student Loan Crunch

College Planning, Financial EducationBy Kristi SullivanJune 2, 2025Leave a comment

Nope, that is not the name of a delicious new candy bar with chocolate, Rice Krispies, pretzels, salted caramel, and almonds.  I wish, and if anybody decides to manufacture this terrific idea, please let me know where to buy them. Times are tough for tens of millions of student loan payers.  Over 5 million payers…

What To Do with Your Cash Stash Now?

Financial Education, Personal FinanceBy Kristi SullivanMay 26, 2025Leave a comment

Part of the insanity of the early 2025 investment scene is the wild ride of bonds.  Yes, even the stalwart US Treasury options have seen big moves due to the tariff situation. There is a ton of money in money market funds these days because they were yielding up to 5% at one point.  What’s…

WTF (What the Finance) is a HELOC?

Financial Education, Personal FinanceBy Kristi SullivanMay 19, 2025

I’ll get straight to the point:  I believe that MOST homeowners should have a Home Equity Line of Credit (HELOC).  Why?  First, let’s start with the What: A home equity line of credit (HELOC) is a revolving line of credit secured by your home, allowing you to borrow against the equity you’ve built up. Basically,…

What Happens if Social Security Goes Broke?

Financial EducationBy Kristi SullivanApril 21, 2025

With the current uncertainty about every single thing happening with the federal government, a question I get asked a lot is what I think will happen to Social Security. While I do believe reducing Social Security would be difficult to enact unilaterally (and SO unpopular that no sane politician would try it), there is the…

Where Should I Keep my Cash Stash?

Financial Education, Personal FinanceBy Kristi SullivanMarch 24, 2025

Ever since the Global Financial Crisis of 2008, the US Federal Reserve kept interest rates at nearly 0% to stimulate the economy.  As a result, safe money (cash you held for emergency funds or short-term needs) earned no interest whether that money was in a checking account, savings account, or money market fund. For so…

Real Tough: Real Estate Decisions During Divorce

Financial Education, Personal FinanceBy Kristi SullivanMarch 10, 2025

This month, I’m pleased to feature the expertise of my friend and Realtor, Renee Cohen. Renee and I started our businesses around the same time, and I’ve always enjoyed exchanging ideas about growing our firms, serving clients, and the state of the economy. Recently, Renee added a certification to help divorcing clients with their real…

WTF (What the Finance) is a Donor Advised Fund?

Financial EducationBy Kristi SullivanDecember 9, 2024

‘Tis the season to be scrambling around at the last minute to make your charitable donations.  In 2024, you may have benefited from a big increase in your investments and would like to use appreciated stocks or mutual fund shares to donate to charity and get a nice tax break. But what if you don’t…

Jump Start 2025 with Tips from Sarah Nemecek

Financial EducationBy Kristi SullivanNovember 18, 2024

If you own a business or are in the business of actively managing your career, now is the time to get going on planning for a successful 2025.  To help you focus, I’ve brought in CPA-turned-business-coach Sarah Nemecek for tips on designing a year of growth and productivity.   KS:  What is your best tip…

WTF (What the Finance) is a HELOC?

Financial EducationBy Kristi SullivanNovember 11, 2024

Anyone who has met with me and is contemplating a remodel knows that I loooove a Home Equity Line of Credit (aka HELOC).  I think every homeowner should have one in place.  If you don’t, maybe this is a New Year’s resolution to add to the list. Why do I think HELOCs are so great?…

Mastering Your Mortgage with Financing Pro Carol Core

Financial EducationBy Kristi SullivanOctober 14, 2024

The mortgage world is crazy these days.  My clients have so many questions on how to finance that first house, upsized house, or downsized house.  This week I’m thrilled to present the expertise of Carol Core to help make sense of the mayhem.   Kristi:  Everyone who bought a house in the last year is…

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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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