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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…

Financial Planner

Kristi’s Quotes: ThinkAdvisor.com Asks Kristi about Women and Retirement

Kristi's QuotesBy Kristi SullivanSeptember 19, 2016

The greatest fear cited by women approaching retirement age is that their money won’t go nearly far enough. “What I see with most women, especially single women or single childless women, is a real fear of outliving their money,” said Kristi Sullivan, owner of Sullivan Financial Planning in Denver…. (Click here for more.)

Financial Planner

Kristi’s Quotes: Financial Planning for Child-Free Retirees

Kristi's QuotesBy Kristi SullivanSeptember 16, 2016

In this article on Bankrate.com, Jay MacDonald writes: Footloose singles in particular face a greater need to manage their retirement, for one simple reason. “It’s more expensive to live single,” says Kristi Sullivan, a fee-only financial planner based in Denver. “Where couples may both be saving for retirement, single people only have one income to…

Top 5 Ways I Wish I Could Save Money, But Never Will

Personal FinanceBy Kristi SullivanSeptember 14, 20161 Comment

Continuing the theme of last week’s blog, here are some solid ideas for saving money that I will probably not be implementing.  But, maybe you can!   #1:  Getting rid of Cable.  I could very easily go without TV.  It would save me from having to watch Tiny House Hunters and going into weekly rages…

Financial Planner

Kristi’s Quotes: Are Hybrid Insurance Policies the Answer for You?

Kristi's QuotesBy Kristi SullivanSeptember 9, 2016

According to The New York Times, hybrid policy sales have more than doubled since 2008, topping $2.4 billion in 2015. Only $300 million in stand-alone long-term care policies are sold each year.   Kristi Sullivan, a certified financial planner in Denver, said the hybrid policies are, “Not for everybody.” The policies should be considered by…

Top 5 Annoying Ways to Save Money

Personal FinanceBy Kristi SullivanSeptember 7, 2016

In order to keep you, dear reader, informed on realistic ways to save for the future, I do a lot of research on how people make ends meet on a tight budget.  Some of the ideas are great, but others are just so irritating.  Herewith, my top 5 annoying ways to save money.   #1: …

Financial Planner

Kristi’s Quotes: Financial Advisor Quotes Kristi on Being Quotable!

Kristi's QuotesBy Kristi SullivanSeptember 2, 2016

How quotable is Kristi? She’s even quoted in Financial Advisor about being quotable! Sullivan has a client who once called to say he’d seen her on CNBC. “I said, ‘I know her!’” this customer excitedly shared, according to the advisor. (Click here for more….)

Financial Planner

Kristi’s Quotes: The Stock Market and Corporate Earnings

In the News, Kristi's QuotesBy Kristi SullivanAugust 26, 2016

What happens when the stock market soars? Click here to find out Kristi’s thoughts in Investment News! Contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help you achieve your financial goals. Stay Informed and Educated

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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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