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Sullivan Financial Planning
Putting the Financial Pieces Together
Sullivan Financial Planning
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    • Online Classes for the Do-It-Yourselfer
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  • Welcome
  • About Me
  • Work With Me
    • Online Classes for the Do-It-Yourselfer
    • Financial Planning Consultation
    • In-Depth Financial Planning
    • Hire Kristi to Speak
  • Blog
    • In the Media
  • Get In Touch
  • Financial Calculators

Category Archives: Kristi’s Quotes

What should you do when your grown kid can’t handle their finances?

Families and Finance, Kids and Money, Kristi's QuotesBy Kristi SullivanJune 27, 2019Leave a comment

Check out Kristi’s advice in this Nerdwallet article!   What should you do when your grown kid can’t handle their finances? “Parents want to help their kids — it’s what we do. When those kids are adults, though, our help can hurt. Financial planners and credit counselors see plenty of examples. The grown son who…

NBR

NBR asks Kristi Sullivan about the Dangers of a Large Home Loan

Kristi's QuotesBy Kristi SullivanJuly 19, 2017Leave a comment

When shopping for a home, it can be exciting to hear how much a bank is willing to lend you. But homeowners, especially first-time homebuyers, need to be cautious about maxing out that loan. NBR asked several financial planners their opinions and advice on how to wisely go into purchasing a home. From NBR  …

investing pros

Want to Dump that Loser? Here are some tips from investing pros

Kristi's QuotesBy Kristi SullivanJune 27, 2017Leave a comment

Hang on!   Tempted to buy more of your winners and dump your losing investments?  Read tips from investing pros (including me!) on how to avoid that mistake. Tips from Investing Pros   The editorial team at ETF Reference surveyed 57 ETF investing experts in search of the best tips for exchange-traded fund investors. The…

pay off

Debt-free would be nice. But SHOULD you pay off your mortgage?

Financial Education, Kristi's QuotesBy Kristi SullivanJune 20, 2017Leave a comment

The payoff?   Wondering if you should pay off your mortgage early or stick with those monthly payments? You’re not alone. In this article from dynamicnsurance.com, I’m asked whether getting rid of your mortgage is actually a good idea. I advise….   “If a client thinks they’ll be in a house for 10 years after…

Kristi's Quotes

Cost of Living: How much should you be spending on rent?

Financial Education, Kristi's QuotesBy Kristi SullivanApril 25, 2017Leave a comment

If you’re paying more than 28% of your salary on rent…   …you’re paying too much. In this article from Credit.com, I detail how your monthly expenses should be allotted.   Let’s take a look   If you’re like many Americans, you have debt. This is especially prevalent among young college grads. That has to…

Kristi's Quotes

Reverse Mortgages: How do you know if it’s right for you?

Financial Education, Kristi's QuotesBy Kristi SullivanApril 18, 2017Leave a comment

Let’s get detailed about reverse mortgages. This isn’t the first time I’ve tackled this subject. But Investopedia recently published a more detailed article (written by yours truly) that provides more information about reverse mortgages and whether or not they’re right for you. Take a look.   Chances are high that when I mention the idea…

Kristi's Quotes

Your Financial Goals: Are you keeping your New Year’s resolution?

Financial Education, Kristi's QuotesBy Kristi SullivanApril 12, 2017Leave a comment

Yes, I know that New Year’s was a few months ago, but I just thought I’d check in and see how you’re doing with all of those financial goals you made at the beginning of the year.   Here’s an article that might get you back on track: Jean Chatzky, one of my favorite personal…

Kristi's Quotes

From Money.com: 3 Tips for Seniors Looking to Make Extra Income

Kristi's QuotesBy Kristi SullivanApril 4, 2017Leave a comment

I was thrilled to be included in this article from Money.com about seniors who are ready to retire from a full-time job…but who might want to keep working a job that will allow them to stay active. I talk about how your age can affect your income tax while Karen Van Cleve, a fabulous Lakewood,…

Kristi's Quotes

Kristi’s Quotes: Do you know what a FED rate hike means?

Financial Education, Kristi's QuotesBy Kristi SullivanMarch 28, 2017Leave a comment

Kristi was asked by KHOU News in Houston…what does a FED hike mean to the average American? Here’s what you should know. Consumers should be aware of the rate hike for a simple reason: Lenders and banks base their interest rates on the federal funds rate, so when the benchmark increases or decreases, it can…

Kristi's Quotes

Kristi’s Quotes: How much rent can you afford?

Financial Education, Kristi's QuotesBy Kristi SullivanMarch 21, 2017Leave a comment

When Credit.com asked Kristi her advice on how to determine how much rent someone can afford, she offered this advice: Consider your expenses. If you’re like many Americans, you have debt. This is especially prevalent among young college grads. That has to be a factor in deciding what you can afford in housing costs. “The…

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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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