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Apr162024

Are You Missing Money?

Personal FinanceBy Kristi SullivanApril 16, 2024

Super short blog this week for a quick tip on how you might find some extra money. And put it in your retirement investments, of course! The National Association of Unclaimed Property Administrators has endorsed a website to help find…

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Apr82024

World’s Craziest Economic Indicators

Fun Stuff, In the NewsBy Kristi SullivanApril 8, 2024

It was suggested that I write an article about the Delta Dental annual report about the average Tooth Fairy payout decreasing in 2023.  And I just couldn’t figure out anything to say about it. The a-ha moment I got from…

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Apr12024

Perfect Plantings with Devon DeLong

Fun StuffBy Kristi SullivanApril 1, 2024

You know I love a guest interview to break up the monotony of relentless financial topics.  This month, I’m thrilled to feature Devon DeLong of Landscape Connection.  Devon has some quick tips for perking up your garden with plants that…

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Mar252024

4 Factoids and One Personal Opinion About Social Security

Personal Finance, Retirement SavingsBy Kristi SullivanMarch 25, 2024

Short blog today! Here are four fun facts about Social Security. Average SS benefit in 2023 was $1,907 for people filing at Full Retirement Age Highest SS benefit in 2024 for people filing at Full Retirement Age is $3,822 You…

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Mar182024

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…

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Mar112024

What is a Normal Stock Market?

Investment EducationBy Kristi SullivanMarch 11, 2024

I get an e-newsletter by a smart financial advisor named Jay Mooreland.  His focus is not on beating the markets or beating our clients into submission about saving enough.  It’s about recognizing how our brains work, often contrary to our…

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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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