Blog Posts Archives - Page 43 of 52 - Sullivan Financial Planning

Kristi Sullivan is quoted by CNBC on consolidating old retirement accounts

Financial Education, In the News, Retirement SavingsBy Kristi Sullivan May 16, 2016

Yours truly is talking about the benefits of consolidating old retirement accounts to one spot in this article on cnbc.com. http://www.cnbc.com/2015/10/04/did-you-land-a-new-job-dont-forget-about-that-401k-plan.html Contact me at: 303-324-0014 or [email protected] to talk about how I can help you achieve your retirement accounts. Stay Informed and Educated — Subscribe to the SFP Blog! Use the quick and easy form to the right…

Will You PLEASE Get Rid of Stuff So Your Kids Don’t Have To?

Fun Stuff, What are you leaving behindBy Kristi Sullivan May 11, 2016 1 Comment

This month, I’m writing blogs on topics that people have suggested to me. Today’s, about cleaning out your clutter, is dedicated to my parents who asked me to write it a few weeks ago. It was while my mom was cleaning out their basement AGAIN. Honestly, I think my folks’ basement must be like that…

Are You Ready for a Job Change?

Financial Education, Personal Finance, UncategorizedBy Kristi Sullivan May 3, 2016

With the unemployment rate improving over the past few years, we’ve seen an increase in job changers. People who were hanging on for dear life before are now looking to see if the grass is greener in other pastures. Here are a few things to think about when you change jobs: Is your retirement…

Are You Ready If Your Spouse Should Pass Away?

Financial Education, Personal FinanceBy Kristi Sullivan April 26, 2016

Well, of course not, who is? That said, there are some basics that each partner in a couple should know in case the unthinkable happens: How much life insurance is on each spouse? Where is the policy information kept? Do you have a will? If so, where is it? In whose name are your…

Changing From a Worker to a Retiree. Are You Ready?

Financial Education, Retirement SavingsBy Kristi Sullivan April 19, 2016

Do I ever stop talking about retirement? It would seem not. However, talking constantly about saving and investing for the future doesn’t really address the actual transition from earner to retiree. So, here are some questions I hope pre-retirees are getting help with before they tell their bosses to “take this job and” – well,…

Are You Financially Ready for Change?

Financial Education, Fun Stuff, Personal FinanceBy Kristi Sullivan April 12, 2016

April showers bring May flowers and so my theme for this April is change. I’m certainly ready for the change from winter to spring, but are my clients and friends ready for other changes that life hands them? Am I ready? Probably not. So, here is my stream of consciousness list of questions to think…

March on Into Your Boss and Ask for a Raise

Financial Education, Personal FinanceBy Kristi Sullivan March 29, 2016

In the wake of the 2008 recession raises have almost become a quaint thing of the past, like ice delivery or 5-year-olds without cell phones. However, the tightening labor market has made some employers realize the need to keep pay competitive in order to keep their best employees. According to a Towers Watson survey…

Your Passion Can Be a Money Maker!

Fun Stuff, Personal FinanceBy Kristi Sullivan March 22, 2016

There is an old saying that goes “love what you do and you will never work a day in your life.” That’s great, but maybe not practical for everybody. I really appreciate the people who collect my trash, deliver my paper, and plow the streets when it snows. Are they living their dreams with their…

Better Income through Education

College Planning, Financial EducationBy Kristi Sullivan March 15, 2016

Every parent has probably had this conversation with their school aged child. Kid: I hate school. I can’t wait until I’m a grown-up and don’t have to learn or do homework. Parent: Guess what, chief. You are never done learning and doing homework. I still have to learn new things all the time so…

Marching Toward Your Best Income – And Look Good Doing It!

Financial Education, Personal FinanceBy Kristi Sullivan March 8, 2016

The theme for this month is “Marching Toward Your Financial Goals.” Cute, huh? Usually, this blog talks about ways to save and invest the money you are earning. This month, the focus will be on getting more money coming into your household. It’s all about the top line in March! In the February 22,…

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