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Dec222025
Christmas Movies

Best and Worst Christmas Movies Ev-ah!

Fun StuffBy Kristi SullivanDecember 22, 2025

This blog is going out on Christmas day, so it’s likely never to be read.  So, rather than give you life-changing financial advice that will drift to the bottom of the unread-holiday-email pile, how about some suggestions for holiday entertainment?…

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Dec152025
umbrella policy premiums

Umbrella Policy Premium Hikes May Rain on Your Parade

Financial Education, UncategorizedBy Kristi SullivanDecember 15, 2025

Thanks to an anonymous alert reader for this update on potentially higher umbrella policy premiums.  Our intrepid investigator passed along this information from her agent. “State Farm told me it’s because Colorado law has increased the cap to $1.5 million…

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Dec82025

Were Your Finances Naughty or Nice This Year?

Financial EducationBy Kristi SullivanDecember 8, 2025

Little kids aren’t the only ones that are traumatized by Elf on the Shelf this time of year.  We grownups can feel Self-Loathing on the Shelf at year-end if our financial goals weren’t met. How did it go this year? …

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Dec12025
Secret Santa

Secret Santa Made Simple

Fun StuffBy Kristi SullivanDecember 1, 2025

Whether it’s a work party, family name-drawing tradition, or friend group, we are deep into Secret Santa Season.  Here are some ideas to make that random person whose name you drew feel seen and special. First, give some thought to…

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Nov242025

Funny Thoughts About Thanksgiving

Fun StuffBy Kristi SullivanNovember 24, 2025

Who are we kidding?  Even if you are checking email today, you don’t want to read about personal finance the day before you start overspending for the holidays.  So, to give us all a break (me included), here are some…

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Nov172025

What Do The Fed’s Decisions Mean for Mortgage Rates?

Financial EducationBy Kristi SullivanNovember 17, 2025

As someone who has lots of friends who are Realtors and clients who are looking to buy and sell, I’m very interested in people’s perceptions of what mortgage rates will do in the next 6 months or so. Lots of…

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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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