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Ask the Advisor: What you Need to know About Divorce and Money

Ask the Advisor, Personal FinanceBy Kristi SullivanOctober 19, 2016

I recently received a question from someone who wishes to remain anonymous: he and his wife are considering separating and he was wondering about his next step financially – specifically about relocating and what his options are.   Divorce is an unsettling time and one of the biggest concerns is where to live.  And this…

Your Year End Tax Planning Starts Now!

Personal FinanceBy Kristi SullivanOctober 12, 20161 Comment

Think you can wait until December 31st to do tax planning for 2016?  Think again!  Starting your tax to-do’s earlier in the year makes life easier for your CPA, financial advisor, AND you.   Thanks so much to Elizabeth Moore, CPA and Partner at Ryan, Gunsauls & O’Donnell, LLC (http://www.rgo-cpa.com) for these top 5 actions…

Financial Planner

Kristi’s Quotes: Is Peer-to-Peer Lending the Future?

Kristi's QuotesBy Kristi SullivanOctober 11, 2016

Thank you, Financial Advisor, for quoting me in this article about peer-to-peer lending! Peer-to-peer lending may serve advisors’ clients on two fronts, experts say. Wealthy clients looking for a high-yield alternative to traditional bonds can invest in funds that pool loans to small-business owners. Meanwhile, business-owner clients who might be having trouble getting a bank…

Fun and Frugal Fashion Ideas from Wardrobe Guru Dana Lynch

Fun StuffBy Kristi SullivanOctober 5, 2016

People often ask, “Kristi, how do I look fabulous while keeping my financial goals on track?”  Okay, that never really happens, but it’s a fun blog topic!  Here are some fashion on a budget tips from my friend and professional image consultant, Dana Lynch (www.elementsofimage.com).   Q:  What are fashion purchases that should be avoided…

How Does the Election Affect Your Portfolio?

Financial Education, Financial News, In the News, Personal FinanceBy Kristi SullivanOctober 4, 2016

Well, another Election Day is coming up and I am thrilled.  Why?  Is it because I am SO excited about the two potential candidates that I can’t wait to cast my vote?  Not exactly.   The benefit of Election Day to all investment advisers is that hopefully for the next 3 ½ years we can…

Financial Planner

Kristi’s Quotes: Ever thought about PARTNERING with your competitors?

Kristi's QuotesBy Kristi SullivanOctober 4, 2016

In this article in LifeHealthPro.com, Kristi talks about the benefits of collaborating with the competition:   Strategic Alliances have proven so successful for Sullivan that she has made pursuing them a priority. Prominent on the home page of her firm’s website is an invitation that reads, “I’ll partner with money managers to create financial plans…

Financial Planner

Kristi’s Quotes: Are Your Clients Tuning You Out?

Kristi's QuotesBy Kristi SullivanSeptember 30, 2016

Overwhelmed by an increasing bombardment of “digital noise,” your clients may be tuning out important information you send them. And you may not even know it. Advisor Kristin C. Sullivan, CFP®, Denver, Colorado, said she’s improved her open rates simply by using the word “you” in the subject lines and titles…. (Click here for more.)

Welcome to My New Monthly Ask-The-Advisor Blog!

Ask the AdvisorBy Kristi SullivanSeptember 28, 2016

For the inaugural Ask-the-Advisor blog, I answer a question from Jennifer, a mom whose teenager who needs help managing her cash. Q:  I have a teenager who I believe is ready to take the step into having a debit card to access her funds. Our bank will not allow us to do that without a…

Financial Planner

Kristi’s Quotes: Money Management and Aging Parents

Aging Parents, Kristi's QuotesBy Kristi SullivanSeptember 23, 2016

Your first instinct as a child may be to drop everything and handle all your parents’ needs yourself. But if it comes at the cost of your own career, think about the ripple effects – on your retirement savings, on the needs of your own kids, even on your own sanity. Denver financial planner Kristi…

3 Easy Ways to Save Money During Football Season

Fun StuffBy Kristi SullivanSeptember 21, 2016

#1:  Buy discount team merchandise featuring your club’s latest incarcerated player that was traded to the Baltimore Ravens.   #2:  For your tailgating or game viewing party, purchase beer that is on sale because it’s approaching 90 days since the born-on-date.  Your guests will never know the difference.  Also, stock up on Velveeta and Rotel…

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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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