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Jul292024

Be a Genius About What Your Kid Needs in College

College PlanningBy Kristi SullivanJuly 29, 2024

It’s looming!  Around the country, freshman dorm move-in date is coming up in 2 weeks.  Let’s all join hands and NOT spend as much as a semester’s tuition on stuff for our kids’ dorm rooms. Now, I realize that some…

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Jul222024

3 Funny Memes About the Stock Market

Fun StuffBy Kristi SullivanJuly 22, 2024

Do we have to be serious all the time about investments?  Here’s hoping that even when stocks and bonds go down, a sense of humor can keep us from making emotional trading mistakes.            

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Jul152024

Roth Conversions: Critically Important or Financial Noise?

Financial Education, Retirement SavingsBy Kristi SullivanJuly 15, 2024

I’ll make this quick: Roth Conversions for people entering retirement are often not the best idea, despite what you read in (numerous, unending, relentless) articles in financial media. Yes, some of you may have outsized buckets of tax-deferred money, which…

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Jul82024

Part 2 – Explaining the Difficulty of Using Probability of Success to Apply to Your Spending

Financial Education, Retirement SavingsBy Kristi SullivanJuly 8, 2024

Waaayyyy back in the day, when I worked for a large discount brokerage that shall remain unnamed, but was headquartered in Boston, and still shall remain unnamed, management introduced a groundbreaking new software called the Retirement Income Planner. The irony…

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Jul12024

Monte Carlo Simulations Explained – and Debunked (?)

Financial Education, Investment EducationBy Kristi SullivanJuly 1, 2024

Have you ever wondered why your financial advisor describes your retirement readiness in terms of a known gambling mecca?  Is he or she so uncertain of their advice, that they are actually saying it’s all just a crap shoot? It…

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Jun242024

Why is Finding a Job so Hard?

Financial NewsBy Kristi SullivanJune 24, 2024

It feels like a tale of two economies out there.  On the one hand, headlines talk of lower unemployment claims and plenty of job openings.  On the other hand, clients from experienced professionals to my teenaged kids are sending out…

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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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