Skip to content
  • About
  • Services
  • Blog
    • In the Media
  • Online Classes
  • Get In Touch
Menu
  • About
  • Services
  • Blog
    • In the Media
  • Online Classes
  • Get In Touch
Schedule A Consultation
Jan302023

Time for a New SECURE-ity Blanket?

Financial Education, Financial News, Personal Finance, Retirement SavingsBy Kristi SullivanJanuary 30, 2023

That’s right folks, our elected officials got something done in 2022 that has bearing on your everyday life.  The passage of the SECURE Act 2.0 brings up some interesting planning opportunities for your finances. Since the name of my blog…

Read more
Jan232023

WTF (What the Finance) is a Longevity Annuity?

Financial EducationBy Kristi SullivanJanuary 23, 2023

Many of you have done all the right things for your health and can look forward to a long and healthy retirement.  Bad news for your financial planner!   Why would I say such a horrible thing?  Longevity means the…

Read more
Jan162023

Top 5 New Year’s Resolutions

Fun StuffBy Kristi SullivanJanuary 16, 2023

Still working on that Resolution list?  Seems like they don’t change much from year to year.  Here, the top New Year’s Resolutions of 2022 to get you started.     Now you’ve made your list, but will you be among…

Read more
Jan22023

A Fond Farewell to 2022

Financial News, UncategorizedBy Kristi SullivanJanuary 2, 2023

You’ve raised a glass and sung Auld Ang Syne (I hope, after the last blog you did!), and now it’s time to say goodbye to 2022.  What are we leaving behind?   Culture The Mirriam-Webster dictionary word of the year…

Read more
Dec262022

Lyrics to Auld Lang Syne

Fun StuffBy Kristi SullivanDecember 26, 2022

Don’t get caught flat-noted this New Year’s Eve!  Rehearse your Auld Lang Syne now and wow your friends.   Should old acquaintance be forgot and never brought to mind? Should old acquaintance be forgot and auld lang syne? [Chorus –…

Read more
Dec192022

Charitable Gift Tips – It’s Not Too Late (but close!)

Financial Education, Personal FinanceBy Kristi SullivanDecember 19, 2022

Yes, 2022 is quickly drawing to a close, but it’s not too late to help those non-profit organizations you love. Here are three quick tips for making the most of your charitable gifts for taxes. If you are age 70…

Read more
→12345…
6789101112131415161718192021222324252627282930313233343536373839404142434445464748495051525354555657585960616263646566676869707172
73→
JOIN MY NEWSLETTER!

SFP Blog Categories
  • Aging Parents
  • Ask the Advisor
  • Blog Posts
  • College Planning
  • Families and Finance
  • Financial Education
  • Financial News
  • Fun Stuff
  • In the News
  • Investment Education
  • Kids and Money
  • Kristi's Quotes
  • Personal Finance
  • Retirement Savings
  • Uncategorized
  • What are you leaving behind
RSS Personal Finance News from MarketWatch
  • Dow tumbles 300 points, S&P 500 skids 1.3% as investors eye Fed response to strong U.S economic data
  • Dow, S&P 500 finish lower Thursday, kick off final month of a brutal year on a down note
  • Neuberger wins clearance to manage assets in China for Chinese residents
Facebook-f Twitter Linkedin
Best Financial Advisors in Denver

Quick Links

  • Contact
  • Fee Only Financial Planning
  • Frequently Asked Questions
  • Online Financial Planning Classes
  • Schedule A Consultation
  • Financial Planning Calculators

Learn a little, laugh a lot. Subscribe Here

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

© 2022 Sullivan Financial Planning

Website designed by Be Digital Marketing Co. 

Go to Top