Skip to content
Facebook page opens in new windowTwitter page opens in new windowLinkedin page opens in new windowYouTube page opens in new window
303-324-0014Give The Gift of Professional Financial Advice. Purchase a Gift Certificate Here
Login
Sullivan Financial Planning
Putting the Financial Pieces Together
Sullivan Financial Planning
  • Welcome
  • About Me
  • Work With Me
    • Online Classes for the Do-It-Yourselfer
    • Financial Planning Consultation
    • In-Depth Financial Planning
    • Hire Kristi to Speak
  • Blog
    • In the Media
  • Get In Touch
  • Financial Calculators
Search:
Search
  • Welcome
  • About Me
  • Work With Me
    • Online Classes for the Do-It-Yourselfer
    • Financial Planning Consultation
    • In-Depth Financial Planning
    • Hire Kristi to Speak
  • Blog
    • In the Media
  • Get In Touch
  • Financial Calculators
Jan132020

The SECURE Act – what does it mean for you?

Personal Finance, Retirement SavingsBy Kristi SullivanJanuary 13, 2020

After being stuck in the Senate for over 6 months (thanks, as usual, Ted Cruz!), the Setting Every Citizen Up for Retirement Security, aka the SECURE act, was finally signed into law at the end of 2019.   What does…

Read more
Jan92020
financial resolutions

3 Financial Resolutions You Can Keep

Personal FinanceBy Kristi SullivanJanuary 9, 2020

Yes, a recent blog was just making fun of New Year’s Resolutions.  But the new year does feel like a good time to embark on fresh starts, be it health, relationships, or money.  I can only help with one.  …

Read more
Dec292019

Best and Worst New Year’s Resolutions

Fun StuffBy Kristi SullivanDecember 29, 2019

Ah, the New Year.  Time to start fresh and do all the things you meant to do last year.  If one of your promises is to laugh more (a good vow if ever there was one) look no further than…

Read more
Dec232019
charitable giving distributions

Qualified Charitable Contribution Limits – RMD or IRS?

Financial Education, Personal Finance, Retirement SavingsBy Kristi SullivanDecember 23, 2019

Just a quick reminder for those of you aged 70 ½ and over who are also charitably inclined: There is no better way to gift from a tax standpoint than directly out of your Traditional IRA.  Why? Money that comes…

Read more
Dec232019

Winter Fun on a Budget!

Fun StuffBy Kristi SullivanDecember 23, 2019

By now, your family has been cooped up together for a few days.  People are getting whiny and so are the kids.  You are broke from the gift giving and planning to put an extra $500/year into your 401(k) (see…

Read more
Dec102019

Ho, ho, ho! A retirement holiday gift from the IRS!

Financial EducationBy Kristi SullivanDecember 10, 2019

Attention retirement savers!  For the second year in a row, the employee contribution limit to 401(k)s, 403(b)s, and 457 plans has been raised.  In 2020 you will be able to put $19,500 into your retirement plan.  The amount the employer…

Read more
1
2345678
…910111213…
14151617181920212223242526272829303132333435363738394041424344454647484950515253545556
57
FREE 15 Minute Phone Consultation
Click here to set an appointment

PhoneWe will discuss your goals and see if there is a fit for working together!
JOIN MY NEWSLETTER!
At Your Service: Financial Planning Calculators
Looking for some additional assistance regarding personal, home, investment or retirement planning?

Try Our Helpful Calculators >>
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
  • The Moneyist: I lost my job at 55 and started my own successful business. I now constantly get texts from friends and former coworkers asking how I did it. What do I do?
  • The Moneyist: ‘What the hell!’ I’m 28, have no debt, a 401(k), Roth IRA and $45K in cash. Should I save for a house or buy a Tesla Model 3?
  • The Moneyist: ‘Warren Buffett and Harry Potter couldn’t get those two retired early’: When financial advisers can’t make their clients see the light
Get In Touch
  • Address
    783 S Downing St., Denver, CO 80209
  • Phone
    303-324-0014

Find us on:

Facebook page opens in new windowTwitter page opens in new windowLinkedin page opens in new windowMail page opens in new window
Best Financial Advisors in Denver
JOIN MY NEWSLETTER!

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

Go to Top
Give The Gift of Professional Financial Advice

Have you ever seen someone struggling with their finances and wanted to help?

Do you feel as a parent or partner your financial advice is ignored because it just sounds like another lecture?

Are you looking for a unique gift that is practical and can have long-lasting benefits?

Look no further.
Providing an hour with a Certified Financial Planner ™ is a meaningful gift that can benefit many people in your life!

Purchase a Gift Certificate