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Kristi's Quotes

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

Financial Education, Kristi's QuotesBy Kristi SullivanMarch 21, 2017

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…

Roth IRA

Roth IRA vs. Traditional – Which Is Right For You?

Financial Education, Investment Education, Retirement SavingsBy Kristi SullivanMarch 15, 2017

Have you saved for 2016?   April 15th looms and for those of you who haven’t saved for 2016, time is running out.  As if that pressure isn’t enough, you have to decide what kind of retirement account to use.   Roth IRA Roth IRAs allow you to put up to $5,500/year in ($6,500 if…

small business owner

Retirement Plans for the Small Business Owner

Financial Education, Retirement SavingsBy Kristi SullivanMarch 8, 2017

Want to sell your business for $1billion?   At the heart of the small business owner is the hope that someone will come along and buy his business for exactly the right amount of money to retire to the Caribbean.  Just in case that doesn’t pan out, how you will support yourself when your business…

Kristi's Quotes

Kristi’s Quotes: When do you need a financial planner?

Financial Education, Kristi's QuotesBy Kristi SullivanMarch 7, 2017

Kristi helps the Financial Planning Association figure out when it’s the right time to hire a professional financial planner. 15 Signs You Need a Financial Planner   You wouldn’t depart for an important trip without a clear idea of how to get to your destination — or at least without a GPS or map to…

reverse mortgage

Reverse Mortgage – Not a Dirty Phrase Anymore

Financial Education, Personal Finance, Retirement SavingsBy Kristi SullivanMarch 1, 2017

The Reverse Mortgage   Chances are high that when I mention the idea of a reverse mortgage to clients, I’ll be met with a very sour expression.  I think this is because of the impression that these instruments are expensive and that you give up ownership of your home to use them.   Now, I…

Kristi's Quotes

Kristi’s Quotes: Financial Decoding with U.S. News & World Report

Financial Education, Kristi's QuotesBy Kristi SullivanMarch 1, 2017

Do you find it hard to understand financial experts? I don’t blame you! That’s why I helped U.S. News and World Report decode the terms you might hear. Say what?   “Meeting with a financial professional can be key to getting your finances on track. But one thing that doesn’t make it easier: When your…

punished

A Fun Way to Punish Your Kids!

Families and FinanceBy Kristi SullivanFebruary 22, 2017

If you are an active mom on Facebook, this is old news.  If you are like me and employ someone to be active for you on Facebook (I’m talking to you Social Seed Marketing), you won’t have heard of this yet.   If your kid gets in trouble, there are fewer ways of dealing with…

Financial Planner

Kristi’s Quotes: Giving the Gift of Financial Well-Being

College Planning, Families and Finance, Kristi's QuotesBy Kristi SullivanFebruary 21, 2017

This one came out around Christmas from Fox Business, but it’s a concept worth thinking about whenever gift-giving opportunities arise.   While it’s long been possible to hand out cash, buy stock or contribute to college savings plans, financial institutions and retailers are making it easier to bestow a gift with lasting value. Among them…

Financial Planner

Kristi’s Quotes: Liz Weston Asks about Kids and Money

Families and Finance, Kids and Money, Kristi's QuotesBy Kristi SullivanFebruary 14, 2017

Who was interviewed by Liz Weston with the Associated Press? Me, that’s who!   Financial planners and credit counselors see plenty of examples. The grown son who lost a job, moved home and stopped looking for work. The daughter who constantly mismanaged her checking account — and turned to payday lenders when parents stopped covering…

love and money

Love and Money – What Can Possibly Go Wrong?

Families and Finance, Personal FinanceBy Kristi SullivanFebruary 8, 20171 Comment

This week, I am thrilled to get the expertise of Jenny Glick to talk about love and money.  Jenny Glick, MA, MSC, LMFT is a licensed marriage and family therapist, sex therapist and owner of the Counseling Center of Cherry Creek. She and her team of therapists focus on working with couples and individuals looking…

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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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