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Is a Daily Money Manager Right for You?

Financial Education, Personal Finance, UncategorizedBy Kristi SullivanMarch 18, 2024

Do you fantasize about someone paying your bills and keeping you organized with your money and budget?  Are you exhausted trying to assist an aging parent with keeping up on their finances?  Are you one of many adults who struggle with money due to a neurological processing difference? Good news!  Hiring out the chore of…

Tax Changes Are Coming – Part 1

Financial Education, Personal FinanceBy Kristi SullivanFebruary 19, 2024

Ahhh, sunsets.  The word conjures beauty, peace, and signals that it’s time to rest after a busy day. Unless you are a CPA.  For those poor suckers, sunsets have them stressing over – eeeek – changing tax laws.  Specifically, the pre-ordained ending of many tax code changes in the Tax Cuts and Jobs Act of…

Fighting About Money with Your Sweetie? Read These 3 Tips.

Families and Finance, Personal FinanceBy Kristi SullivanJanuary 29, 2024

“Because what are finances, really, besides an ongoing series of personal decisions?” ~ Quote from Team Lemonade.   I love this concept because it reminds us that money isn’t just numbers.  It’s a means to create a life that expresses our values and priorities. You loved that your partner introduced fun and spontaneity into your…

Financial New Year’s Resolutions That Stick

Personal FinanceBy Kristi SullivanJanuary 8, 2024

For you Rebel Tendencies out there who don’t believe in New Year’s Resolutions or To-Do lists, or people telling you when and how to set goals, you can skip this blog and go back to breaking all the rules. For the rest of us, January often feels like a good time to assess where we…

Five Money Tips from Kristi

Financial Education, Personal Finance, UncategorizedBy Kristi SullivanSeptember 18, 2023

We’ve revisited some financial rules of thumb this month.  Here are a few more bits of (maybe obvious) advice to achieve financial security.   Simple portfolios work just fine. Investments don’t have to be complex or expensive to be good.  A diversified portfolio can be achieved with 5 mutual funds or even one target date…

Prioritizing Your Savings

Personal Finance, Retirement SavingsBy Kristi SullivanSeptember 11, 2023

Did you know that there is such a thing as too much savings?  It’s true!  Some people over save in their emergency fund.  Or even in retirement accounts.  Not everyone is the chronic over-spender the media would have you believe. There should be a balance to saving for the future and enjoying your life today. …

Back to School for Money

Financial Education, Personal FinanceBy Kristi SullivanAugust 28, 2023

Do you remember how when you started back to school, teachers would spend the first week or so reviewing things you learned last year?  Probably to prime the pump for your brain to bring in the new information. In that spirit, September blogs are going to review some back-to-basic financial concepts.  Some things you will…

Three Tips to Prepare for a Recession for Workers

Financial Education, Personal FinanceBy Kristi SullivanJuly 17, 2023

Picking up from last week, this blog is not about predicting the economy.  Even the definition of a recession is subject to debate.  It’s always good to be ready for a recession, since we don’t know when the next one will hit. For those of you still working, the biggest risk is losing your job…

Quick Tip for Generating Cash in Your Portfolio

Financial Education, Investment Education, Personal FinanceBy Kristi SullivanMay 8, 2023

Super-fast blog today!  If you are looking to generate regular payments out of your portfolio and find yourself in a quandary of what securities to sell, try this:  Turn off the dividend/interest reinvestment feature in your mutual funds.  Those distributions will go to cash and can build up your liquid position without selling shares. Caution: …

How Do I Take Withdrawals in Retirement? Method #3

Personal Finance, Retirement SavingsBy Kristi SullivanApril 3, 2023

Welcome back.  For those of you who have stuck with this series, you are rounding 3rd base!  Almost through the quick tutorial to help decide what order to tap your savings for retirement. Withdrawal Method #3:  Pro Rata.  Take withdrawals each year proportionately from the 3 types of accounts. Example:  Joe and Sue have 50%…

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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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