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Better Income through Education

College Planning, Financial EducationBy Kristi SullivanMarch 15, 2016

Every parent has probably had this conversation with their school aged child.   Kid:  I hate school.  I can’t wait until I’m a grown-up and don’t have to learn or do homework. Parent:  Guess what, chief.  You are never done learning and doing homework.  I still have to learn new things all the time so…

Marching Toward Your Best Income – And Look Good Doing It!

Financial Education, Personal FinanceBy Kristi SullivanMarch 8, 2016

The theme for this month is “Marching Toward Your Financial Goals.”  Cute, huh?  Usually, this blog talks about ways to save and invest the money you are earning.  This month, the focus will be on getting more money coming into your household.  It’s all about the top line in March!   In the February 22,…

Differing FICO scores – Is love enough to overcome?

Financial Education, Personal FinanceBy Kristi SullivanFebruary 23, 2016

Forget big age differences.  Having a conflict in credit scores can be an early determinant of whether your relationship will last.   Your FICO score is a quick way for companies to determine your relationship with money.  It is used in everything from getting car loans to renting an apartment to applying for a job…

Learning to Love Stock Market Drops

Financial Education, Investment EducationBy Kristi SullivanFebruary 2, 2016

That’s right, it’s February and my theme of the month is love.  “Why so obvious and cliché?” you ask.  Well, you try writing 52 blogs a year.  You’ll find yourself grasping for any holiday theme, too.   What investors and financial advisers don’t typically love is when the stock market goes down. No one likes…

IRA Contributions – To Roth or Not to Roth? That is the Question!

Financial Education, Investment Education, Personal Finance, Retirement SavingsBy Kristi SullivanJanuary 26, 2016

Well, maybe it wasn’t a burning question until you opened this blog.  But, April 15th is coming up, so it’s time to start thinking about whether or not you will contribute to an IRA and if so, what type?   I know it’s not popular in the press these days, but I am a fan…

Feeling the Advisor Shuffle?

Financial Education, Personal FinanceBy Kristi SullivanJanuary 19, 2016

An article by Alex Padalka in the December 21st Financial Advisor IQ newsletter talked about how Wells Fargo is incenting its more experienced advisors to move clients with under $65,000 to trainees.  The idea is for advisers to have a better ratio of larger accounts.   According to the article, the $65,000 account minimum is…

Holiday Hangover – How to Pay Off Those Christmas Bills and Get Into Better Spending Habits

Financial Education, Personal FinanceBy Kristi SullivanJanuary 12, 2016

It happens to the most contentious of us.  We say we won’t go overboard on holiday spending (and, let’s face it, eating), but we get caught up in the moment.  Or, your kid asks for something at the last minute and you don’t have time to bargain shop.  And, your Aunt Gertrude is so hard…

New Year’s Wishes for Your 2016

Financial Education, Fun Stuff, Personal FinanceBy Kristi SullivanDecember 23, 2015

Happy New Year!  As a financial planner I have some hopes for your 2016 to pass along. May you find joy in the free (or very inexpensive) things in life – sunsets, walks with your dog, a home cooked dinner with family, or hugging a friend.  And then, take the savings from fancy vacations, dinners…

The Generous Generation and Saving for Grandkids’ College

College Planning, Financial EducationBy Kristi SullivanNovember 24, 2015

Seventy two percent of grandparents polled in a 2014 Fidelity survey felt it was important to help pay for grandchildren’s’ educations.  Wow! That is a very large number.  For those who are in a position to chip in a little (or a lot) for college for their grandchildren, here are a couple of ideas. Open…

Social Security and the Great Wait Debate

Financial Education, Retirement SavingsBy Kristi SullivanNovember 14, 2015

One question I help people answer in retirement planning is when to take Social Security.  A couple of reminders on the rules: You can take Social Security as early as age 62, but your amount will be lower than if you waited until your full Social Security age. For most people considering the question today,…

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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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