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Is Money Making You Happier?

November 21, 2022

Okay, were you REALLY that much happier in your life back when your investments were worth 25% more?  Probably, but…

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Three Ways the Inflation Act May Affect You

October 17, 2022

What is the Inflation Reduction Act of 2022?  Is it just a lesson on being more careful when naming laws? …

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Down Payment vs. Student Loans: How to Decide Where to Put Your Money

December 1, 2021

But the decision to focus on saving for a house before you pay off your student loans is one you…

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Should I name a child as a life insurance beneficiary?

November 12, 2021

“Remember, the physical guardian of your kids doesn’t have to be the same person as the monetary guardian…It doesn’t have…

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The Mysterious Order… of Asset Withdrawal

July 5, 2021

Ah, the books, debates, software applications, and gnashing of teeth around the perfect order to tap into retirement savings. Herewith,…

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Rising inflation? No problem for fans of emergency cash

April 27, 2021

Kristin Sullivan, owner of Sullivan Financial Planning, also embraces the cautious approach saying, “if you truly need the stability of…

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10 Podcasts Advisors Love

April 16, 2021

“You could call it business, but it’s really more of interesting ways to look at life in general.”   CLICK…

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The Pros And Cons Of IRA CDs

March 26, 2021

If you’re getting close to retirement or you’ve just retired, you need a more conservative mix of investments to generate…

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I’m 55, tired of ‘soul-crushing jobs,’ have $1 million invested poorly — can I retire now?

January 20, 2021

Believe it or not, a retirement in the near future is feasible, some financial advisers said. How much money someone…

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6 Smart Moves if You Get Laid Off Before You Were Planning to Retire

June 3, 2020

If you’ve owned your house for a long time, you probably have substantial equity in it. People who are 62 or…

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27 Solid Ways to Build Your Wealth

June 3, 2020

Building wealth is essential to accomplish a variety of goals, from sending your kids to college to retiring in style.…

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Family Budget Tips for Uncertain Times

June 3, 2020

For expenses you can change, look at your bank and credit card statements for unnecessary monthly subscriptions, like gym memberships,…

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Using rental real estate as a retirement income source

May 20, 2019

Not to be overlooked is direct ownership of rental property, according to Kristin Sullivan, CFP, owner of Sullivan Financial Planning…

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How best to spoil your grandchildren

May 13, 2019

Spoiling grandchildren can work out well for everyone involved if some ground rules are established first. “A really good way…

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Splitting credit card rewards? Worth it or petty?

May 10, 2019

Kristi Sullivan, a Denver-based certified financial planner, thinks an arrangement like Cenatiempo’s is fair. “You could have used those points…

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Financial Planner

I Was Promoted by an Ass!

February 1, 2017

I was thrilled to be named one of Credit Donkey’s Best Investing Blogs for 2016: With so many investing sites…

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Roth IRA

CNBC.com Quotes Kristi about 401(k)s!

November 19, 2016

During the excitement that comes with taking a new job, make sure you don’t forget about the retirement money you…

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Election Day is Coming! Are You Panicking About the Stock Market?

November 2, 2016

Well, another Election Day is coming up and I am thrilled.  Why?  Is it because I am SO excited about…

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How Does the Election Affect Your Portfolio?

October 4, 2016

Well, another Election Day is coming up and I am thrilled.  Why?  Is it because I am SO excited about…

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Financial Planner

Kristi’s Quotes: The Stock Market and Corporate Earnings

August 26, 2016

What happens when the stock market soars? Click here to find out Kristi’s thoughts in Investment News! Contact me at…

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401(k) outflows surpassing inflows

Kristi Sullivan is quoted on 401(k) outflows surpassing inflows by Insurance Newsnet

August 23, 2016

I have a tiny quote in this article about 401(k) outflows surpassing inflows.  http://insurancenewsnet.com/innarticle/401k-plan-market-still-place-advisors Contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com to talk…

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Worst Fears of Women Retirees

Kristi was quoted in this article about Calming the Worst Fears of Women Retirees

August 16, 2016

Wow, how did I never see this before?  This article about women retirees is has been out there for a…

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Here is a handy article by yours truly on the Triage Cancer Blog about how to find a financial planner.

Triage Cancer Blog quotes Kristi Sullivan on how to find a financial planner

August 9, 2016

Here is a handy article by yours truly on the Triage Cancer Blog about how to find a financial planner.…

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inheritance from your parent

Kristi is quoted on receiving an inheritance from your parent in NBR.

August 2, 2016

I’m excited to be quoted in this article by Shelly Schwartz in nbr.com about boomers not wanting (or being able…

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