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Are you a last minute shopper or a planner?

Fun StuffBy Kristi SullivanDecember 21, 2016

Let’s face it there are just some traits you are born with.  For example, you are either a runner or not a runner.   I fall firmly in the not runner camp.  You are a dog/cat/reptile/no-pet person.  You are a saver or a spender.  You are a morning person or a night owl.  You are an…

Financial Planner

Kristi’s Quotes: CNBC.com Asks Kristi about Retirement Planning

Kristi's QuotesBy Kristi SullivanDecember 20, 2016

CNBC.com says: When people reach their 50s, a common realization is how close retirement is getting — and how far they are from having enough money to enjoy life after work. While they know more of their money should end up in their 401(k) plans or individual retirement accounts, the path to get it there…

Financial Planner

Kristi’s Quotes: Wine as an Investment?

Kristi's QuotesBy Kristi SullivanDecember 13, 2016

Kristi Sullivan, owner of Sullivan Financial Planning, hasn’t had any clients asking her about wine investing yet, but she would likely steer them in a different direction. “I think of wine collecting as more of a hobby than an investment,” she said.   Click here for more….

Fun Ways to Keep the Holidays on Budget

Financial EducationBy Kristi SullivanDecember 7, 2016

There’s only so much lecturing I can do about budgeting so you can save for longer term goals.  So, I brought in someone else to do the lecturing for me!  Carol Craigie, CFP ®, is the Managing Partner of Fiscal Fitness Clubs of America.  Below, some budget friendly and FUN ideas for creatively celebrating the…

Financial Planner

Kristi’s Quotes: How to care for two parents at once without going broke

Kristi's QuotesBy Kristi SullivanDecember 6, 2016

Being that it’s the New Year and everyone is talking about their goals and desires, it’s the perfect time to have the talk. Don’t let the opportunity slip by to discuss your parents’ expectations, should illness arrive. Find out if they have advance directives – documents that spell out what treatment they would and would…

Selling Your Ho-Ho-Home During the Holidays – Gift or Coal in the Stocking?

Financial EducationBy Kristi SullivanNovember 30, 2016

What if instead of heading home for the holidays, you need to sell your home for the holidays? For this week’s edition, I went to real estate expert Renee Cohen of Coldwell Banker to find out if selling a house during this season is a good idea.   What are the misconceptions about the times…

Financial Planner

Kristi’s Quotes: Job Changes and 401(k)s

Kristi's QuotesBy Kristi SullivanNovember 29, 2016

During the excitement that comes with taking a new job, make sure you don’t forget about the retirement money you socked away in your former employer’s 401(k) plan. “People in their working years tend to switch jobs a lot and can lose touch with their [accounts],” said Kristi Sullivan, a certified financial planner and owner…

Financial Planner

Kristi’s Quotes: Holiday Advice on Forbes.com!

Kristi's QuotesBy Kristi SullivanNovember 29, 2016

Kristi Sullivan says all you need to know about common holiday family dynamics is in the movie National Lampoon’s Christmas Vacation.  “It has all of the elements: The pressure of putting on the perfect family holiday; feeling like you’ve overspent on gifts, entertaining, décor, and travel; personal space squeezed by guests crammed into your house; Cousin Eddie…

Ask the Advisor – Should I refinance my mortgage to pay my holiday bills?

Ask the AdvisorBy Kristi SullivanNovember 23, 2016

Ah, the holidays.  A time when you want to spend more money than usual, but your bills and paycheck stay the same.  According to the ubiquitous ads on the radio, you should be refinancing your mortgage and all of your financial dreams will come true.   Is this really the case?  I went to mortgage…

Financial Planner

Kristi’s Quotes: A Quote on AmericanPrivateWealth.com

Ask the AdvisorBy Kristi SullivanNovember 22, 2016

Read it if you can!  I can only seem to find this article in photograph form, but it justifies all of my shopping trips, so I wanted to share.  Click here for more.

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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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