Skip to content
Download Our Free Financial eBooks
  • About
  • Services
  • Blog
    • In the Media
  • Get In Touch
  • About
  • Services
  • Blog
    • In the Media
  • Get In Touch
Schedule A Consultation

Is a Daily Money Manager Right for You?

Financial Education, Personal Finance, UncategorizedBy Kristi SullivanMarch 18, 2024

Do you fantasize about someone paying your bills and keeping you organized with your money and budget?  Are you exhausted trying to assist an aging parent with keeping up on their finances?  Are you one of many adults who struggle with money due to a neurological processing difference? Good news!  Hiring out the chore of…

Tax Changes are Coming – Part 2

Financial Education, Financial NewsBy Kristi SullivanFebruary 26, 2024

In last week’s blog, I gave a VERY short and mostly incomplete summary of tax benefits that we have enjoyed since the passing of the Tax Cuts and Jobs Act of 2017.  These changes are set to return to pre-2017 rules at the end of 2025, so if there are any moves to be made,…

Tax Changes Are Coming – Part 1

Financial Education, Personal FinanceBy Kristi SullivanFebruary 19, 2024

Ahhh, sunsets.  The word conjures beauty, peace, and signals that it’s time to rest after a busy day. Unless you are a CPA.  For those poor suckers, sunsets have them stressing over – eeeek – changing tax laws.  Specifically, the pre-ordained ending of many tax code changes in the Tax Cuts and Jobs Act of…

To Convert or Not to Convert? That is the Question.

Financial Education, Retirement SavingsBy Kristi SullivanJanuary 22, 2024

No, not religions, although after the holidays spent with warring family factions, some people do question their faith. Last week, I explained the basics of Roth conversions.  For a little more detail, here are some pros and cons making this transaction. Pros Tax Free Withdrawals in Retirement: The big news when Roth IRAs were invented…

WTF (What the Finance) is a Roth Conversion?

Financial Education, Retirement SavingsBy Kristi SullivanJanuary 15, 2024

Hello, Cart!  You seem to be in front of my horse.  In looking at my newsletter archives (because I’ve read all of the Agatha Christie mysteries twice and needed something exciting to fill the void), it looks like I’ve addressed some specifics about Roth conversions in past blogs, but never talked about the basics. First,…

Selling a House is Taxing!

Financial EducationBy Kristi SullivanDecember 18, 2023

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…

To Roll or Not to Roll?

Financial Education, Retirement SavingsBy Kristi SullivanOctober 23, 2023

Get your minds out of the marijuana plant.  I’m not talking about that type of rolling.  Rather, the pros and cons of rolling your old 401k/403b plans into a Rollover IRA. Generally, I say YES, you should move money out of an old employer’s plan into a retirement account in your own name as soon…

WTF (What the Finance) Is a Qualified Charitable Distribution?

Financial EducationBy Kristi SullivanOctober 9, 2023

To encourage you not to leave all the year-end tasks until, well, the end of the year, I’d like to explain a charitable gifting hack for readers aged 70 ½ and older. The Qualified Charitable Distribution (aka QCD) allows people aged 70 ½ and older to gift money directly from their tax-deferred IRAs to a…

Five Money Tips from Kristi

Financial Education, Personal Finance, UncategorizedBy Kristi SullivanSeptember 18, 2023

We’ve revisited some financial rules of thumb this month.  Here are a few more bits of (maybe obvious) advice to achieve financial security.   Simple portfolios work just fine. Investments don’t have to be complex or expensive to be good.  A diversified portfolio can be achieved with 5 mutual funds or even one target date…

Back to School for Money

Financial Education, Personal FinanceBy Kristi SullivanAugust 28, 2023

Do you remember how when you started back to school, teachers would spend the first week or so reviewing things you learned last year?  Probably to prime the pump for your brain to bring in the new information. In that spirit, September blogs are going to review some back-to-basic financial concepts.  Some things you will…

←12345…
678910111213141516171819202122
23→

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.

Facebook-f Twitter Linkedin
Best Financial Advisors in Denver

Quick Links

  • Contact
  • Fee Only Financial Planning
  • Frequently Asked Questions
  • Free Financial eBooks
  • Schedule A Consultation
  • Financial Planning Calculators

Current Clients

E-mail Kristi to request an appointment

Learn a little, laugh a lot. Subscribe Here

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

© 2024 Sullivan Financial Planning

Website designed by Be Digital Marketing Co. 

Go to Top

Download Your Retirement Checklist and Timeline!

Stay organized and prepared for retirement with my comprehensive checklist and timeline. Enter your name and email below to get instant access.

Skip to content
Open toolbar Accessibility Tools

Accessibility Tools

  • Increase TextIncrease Text
  • Decrease TextDecrease Text
  • GrayscaleGrayscale
  • High ContrastHigh Contrast
  • Negative ContrastNegative Contrast
  • Light BackgroundLight Background
  • Links UnderlineLinks Underline
  • Readable FontReadable Font
  • Reset Reset