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What About the Post-Election Stock Market?

Financial NewsBy Kristi SullivanNovember 9, 2016

Well it’s over, and whether you are deliriously happy or in the depths of despair, you may be concerned about how your investments will react post-election.   As I have been saying all along, elections happen often, our president is only temporary, and your investment plan is a decades long process.  The world economy is…

Election Day is Coming! Are You Panicking About the Stock Market?

Financial News, In the NewsBy Kristi SullivanNovember 2, 2016

Well, another Election Day is coming up and I am thrilled.  Why?  Is it because I am SO excited about the two potential candidates that I can’t wait to cast my vote?  Not exactly.   The benefit of Election Day to all investment advisers is that hopefully for the next 3 ½ years we can…

How Does the Election Affect Your Portfolio?

Financial Education, Financial News, In the News, Personal FinanceBy Kristi SullivanOctober 4, 2016

Well, another Election Day is coming up and I am thrilled.  Why?  Is it because I am SO excited about the two potential candidates that I can’t wait to cast my vote?  Not exactly.   The benefit of Election Day to all investment advisers is that hopefully for the next 3 ½ years we can…

World Events and the Stock Market – What Should You Do When the Unexpected Happens?

Financial NewsBy Kristi SullivanJuly 27, 2016

Does anyone remember the old Saturday Night Live skits with Gilda Radner as Rosanna Rosanna Danna?  Her famous line was, “It’s always something.”  Keep this in mind when the headlines scream about some unexpected world event (Brexit, anyone?) and the stock market takes a hit for a few days. Even if the event itself is…

More on the new Social Security rules

Financial News, Retirement SavingsBy Kristi SullivanJanuary 5, 2016

Thanks to alert reader and good friend Cameron Morgan of A&I Financial for sending me another good recap of the new Social Security rules.   Again, the new rules affect people who intended to use the File and Suspend method to claim Social Security benefits, but have not already done so.  If you have already…

Social Security File-and-Suspend Option Ending in 2016

Financial News, Personal Finance, Retirement SavingsBy Kristi SullivanDecember 1, 20151 Comment

I hate to say I told you so (okay, I actually LOVE saying I told you so), but as I postulated in an earlier blog, the Social Security file-and-suspend option is going away for new filers after May 2, 2016. The file-and-suspend option allows one spouse to file for his benefits at full retirement age…

Charitable Giving Exceeds Pre-Recession Levels

Financial Education, Financial News, Fun StuffBy Kristi SullivanSeptember 29, 2015

Now, this is the kind of news I like to see.  Charitable giving from all sources was $358 billion in 2014, the highest amount since its 2007 peak.  Fifty four percent of the year over year growth from 2013 was driven by individuals.  See, we don’t all have to be Bill and Melinda Gates to…

Wild is a Mild Word to Describe the Stock Market Lately

Financial Education, Financial News, Investment EducationBy Kristi SullivanSeptember 1, 2015

I don’t like to feed into the media hysteria when it comes to stock market drops.  As I say repeatedly to clients, friends, in this blog, and to my cat, stock market recessions are a normal part of the economy.  They last on average 12-18 months, so the pain is temporary.  Drops in the stock…

Money Magazine’s 101 Ways to Build Wealth

Financial Education, Financial News, Fun Stuff, Personal Finance, Retirement SavingsBy Kristi SullivanJune 2, 2015

In the May, 2015 print edition of Money Magazine, there is an article called 101 Ways to Build Wealth.  These list-type of articles come around often and say many of the same things, but a few interesting ones I found were these: “Tip #15:  Don’t Tend to Your 401(k) After a Rough Day at Work.…

Financial Education

Financial Education Provided by Sullivan Financial Planning

Financial Education, Financial NewsBy Kristi SullivanApril 28, 2015

A couple of weeks ago, I introduced my education services for the first time in the blog.  Just to let you know, the financial education provided by Sullivan Financial Planning goes beyond pre-retirement planning.  Other engaging and helpful topics that you won’t be getting from your 401(k) plan provider include:   Financial Tools for Kids: …

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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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