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Give Your Financial Planner a Check-up

Financial EducationBy Kristi SullivanApril 6, 2021

Ever wonder why Bernie Madoff, perpetrator of the world’s largest Ponzi scheme, didn’t get caught by auditors at the SEC sooner?  There were a lot of reasons, but a big one is that he wasn’t even registered as an investment advisor with the SEC.  You can’t oversee what you don’t control – or not well.…

Spotlight on Branding Photography

Financial Education, Fun StuffBy Kristi SullivanMarch 30, 2021

This week I am thrilled to spotlight professional photographer Willy Wilson.  What does photography have to do with your finances?  Well, if you are in sales or a business owner or just want to grow your career with a killer online presence, you NEED branding photography.  When my clients make more money, it’s better for…

WTF (What the Finance) is a Hedge Fund?

Financial EducationBy Kristi SullivanMarch 23, 2021

In the world of investments, there are ways to make and lose money that are reserved for Accredited Investors (rich people).  Hedge funds are one of these instruments.   A hedge fund is a pool of many investors’ money managed by a team of people who believe they are smarter than the market and certainly…

Robinhood; Stealing from the Poor to Get Rich

Financial EducationBy Kristi SullivanMarch 16, 2021

To pile on to my probably unpopular thoughts about Bitcoin last week, let me tell you my top three reasons I don’t like Robinhood (the trading app, not the 1973 Disney movie which is one of my all-time favorites).   Robinhood purports to make investing in stocks available to the masses, but frankly, that was…

Five Famous Bubbles

Financial Education, Fun Stuff, UncategorizedBy Kristi SullivanMarch 9, 2021

The first week in February saw an outsized amount of attention and money poured into previously sad sack stocks such as Game Stop, AMC Entertainment Holdings, and Blackberry.  This led to lots of talk about investing bubbles.   For more information on the nature of bubbles, here is an article I posted on Linked In.…

Job Search Tips from a Seasoned Pro

Financial Education, UncategorizedBy Kristi SullivanMarch 1, 2021

Anyone out there looking for a new career opportunity?  I’m excited this week to feature Sheila Drew, Managing Director at Creative Financial Staffing in Denver to give you a peek behind the curtain of hiring managers.   Kristi:  You have placed many, many people in temporary or permanent jobs during your career.  What are the…

Do It Yourself or Pay for White Glove Treatment?

Investment Education, Personal FinanceBy Kristi SullivanFebruary 22, 2021

When opening your own investment accounts, you have a choice between two major types of companies:  Full Service or Discount Brokerage.  Which is right for you?   Full Service brokerage, like full service anything, will generally cost you more, but with the promise of more personalized attention.  Things like trading, money management, and investment choices…

Saving for College – Roth IRA vs. 529 Plan

College Planning, Families and Finance, Financial Education, Retirement SavingsBy Kristi SullivanFebruary 15, 2021

There are a lot of ways to look at funding college for your kids.  There is the I-Paid-My-Way-and-Junior-Can-Too.  There is the parental guilt trip of putting away any extra money and forgoing retirement savings so young Betty Sue can go to Harvard without lifting a financial finger.  Most of us will fall somewhere in the…

If I Made Candy Hearts

Fun Stuff, Personal FinanceBy Kristi SullivanFebruary 8, 2021

Ask any of my husbands, romance is not a core strength of mine.  On the other hand, I am great at eating Valentine’s candy.  It got me thinking, how can I combine my love of giving financial advice with the upcoming Hallmark holiday?  Short, sweet advice in three words or less on candy hearts?  Yes!…

Give Yourself the Gift of Self-Care!

Fun Stuff, UncategorizedBy Kristi SullivanFebruary 1, 2021

Just in time for Valentine’s day, I am excited to feature Stacey Lohmar, esthetician at Grand Salon and Medspa, with some ideas for you (or the one you love) to pamper your body’s biggest organ.  It’s skin – get your mind out of the gutter.   Bonus:  Read all the way to the end of…

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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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