Thanks for the Referrals!

It’s November and what a perfect time to thank my wonderful network of friends, clients, and colleagues for giving my name to their friends, clients, and colleagues! So, here is a list (in no particular order and probably incomplete) of people who have referred Sullivan Financial Planning in 2015: Erica Johnson, Ambler and Keenan David…

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Happy New Year from Sullivan Financial Planning

Happy New Year! In my financial planning business, I work with three distinct groups: Those who are just starting out in their professional and investing lives (ages 25-30) People who are building careers, families, and savings portfolios (30s – 50s) Pre-retirees or people who have recently retired (50s and beyond) Following are the New Year’s…

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Funny Quotes About Christmas

“Santa Claus has the right idea. Visit people only once a year.”  ―Victor Borge   Once again, we come to the Holiday Season, a deeply religious time that each of us observes, in his own way, by going to the mall of his choice.  ―Dave Barry   “Keep your friends close, your enemies closer, and…

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Fun Holiday Splurges

A financial planner telling you how to spend MORE money over the holidays?  What madness is this?  Well, I’ve about read my fill of articles telling me to make a list and check it twice before double buying gifts for Great-Aunt Gertrude (by the way I do use a Christmas list and it really works!). …