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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…

Financial Planner

Kristi’s Quotes: Investing Tips from the Experts

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

The editorial team at ETF Reference surveyed 57 ETF investing experts in search of the best tips for exchange-traded fund investors. The response we received was incredible. Our panel sent us hundreds of amazing tips! We winnowed that list down to101, which are presented below.   We asked our panel, “What is the one piece…

retirement

Do You Know When You’re Going to Die?

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

How long will your savings last?   What an uplifting question!   But in retirement planning, it is probably the MOST IMPORTANT question and the most impossible to answer.  If we all knew how long our savings would need to last, it would be so easy to determine how much we could afford to spend…

Financial Planner

I Was Promoted by an Ass!

In the News, Kristi's QuotesBy Kristi SullivanFebruary 1, 2017

I was thrilled to be named one of Credit Donkey’s Best Investing Blogs for 2016: With so many investing sites out there clogging the Internet with fluff and unclear directives, you can easily get lost. We help you find your way by featuring the very best investing blogs and resources that can help you make…

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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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