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Jan82024

Financial New Year’s Resolutions That Stick

Personal FinanceBy Kristi SullivanJanuary 8, 2024

For you Rebel Tendencies out there who don’t believe in New Year’s Resolutions or To-Do lists, or people telling you when and how to set goals, you can skip this blog and go back to breaking all the rules. For…

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Dec182023

Selling a House is Taxing!

Financial EducationBy Kristi SullivanDecember 18, 2023

Or is it?  I hear a lot of confusion around taxes upon selling a primary residence. People believe a mash up of rules that include those for selling a rental property or long outdated laws about downsizing as a retiree.…

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Dec112023

Holiday Mad Libs!

Fun StuffBy Kristi SullivanDecember 11, 2023

If conversation should get slow (or political), use this handy holiday Mad Libs to lighten up the atmosphere.   Holiday Mad Libs Each year my family and I (verb) _________________  to our grandparents’ (noun) ___________________to celebrate (name of holiday) _____________________.…

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Dec42023

Save More in ’24!

Retirement SavingsBy Kristi SullivanDecember 4, 2023

Who wants to think about saving more for retirement during the fun of holiday shopping?  You do!   The IRS, that go-to fun squad for gifts that keep on giving, has adjusted the maximum for retirement savings in 2024.  The…

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Nov272023

While Visions of Truffles Danced in Their Heads

Fun StuffBy Kristi SullivanNovember 27, 2023

Today, I’m happy to turn the blog over to Tam John, a nutritionist who specializes in Personalized Functional Nutritional Therapy to balance your blood sugar naturally with food.  Take it away Tam! Don’t let the fluff of the holiday gatherings’…

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Nov202023

Five Funny Quotes About Thanksgiving

Fun StuffBy Kristi SullivanNovember 20, 2023

Your eating won’t be light today, so the blog content is.  Enjoy a quick laugh and best wishes from me for a joyful Thanksgiving.   “May your stuffing be tasty. May your turkey be plump. May your potatoes and gravy…

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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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