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Sullivan Financial Planning
Putting the Financial Pieces Together
Sullivan Financial Planning
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  • 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
Aug192019
moving after retirement

The Clash (and Retirees) Ask: Should I Stay or Should I Go?

Families and FinanceBy Kristi SullivanAugust 19, 2019

A dilemma facing some people as they transition to retirement is where to live once their career no longer ties them to a certain town.  Do you move to be near your grown kids?  Look for warmer weather?  Create the…

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Aug122019
climate change

Baby, It’s Hot Outside: Climate Change and Investing

Financial Education, Personal FinanceBy Kristi SullivanAugust 12, 2019

Whether you are a climate change embracer or denier (and please, I don’t need to know), there is no disputing this has been one hot summer.  And excessive heat is dangerous, being responsible for 134 deaths per year on average…

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Aug52019
female breadwinner

Female Breadwinners: The Emotional Impact of Changing Gender Roles – Part 2

Families and FinanceBy Kristi SullivanAugust 5, 2019

Welcome back to guest blogger Maureen Kelley! Maureen is a passionate advocate for empowering and engaging women to have healthy relationships with money. For more information visit: www.madreandfamily.com.  We pick up from last week’s article about managing couples managing their…

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Jul302019
female breadwinner

Female Breadwinners: The Emotional Impact of Changing Gender Roles – Part 1

Personal FinanceBy Kristi SullivanJuly 30, 2019

Welcome back to guest blogger Maureen Kelley!   Maureen has been a financial advisor, private banker and wealth manager for nearly 30 years. A certified family coach and financial therapist, today she helps people with conversations and challenges beyond the…

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Jul222019
garage sale

How to Throw the Best Garage Sale

Fun StuffBy Kristi SullivanJuly 22, 2019

That last blog made me think about the best way to get rid of that old crap, er, I mean valuable collections.  Remember, what you get rid of now, your kids won’t have to later.  Plus, it’s summer.  The perfect…

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Jul152019
collections

Your Collections – Trash or Treasure?

Fun StuffBy Kristi SullivanJuly 15, 2019

As part of my fact finding when I meet with a new client, I ask for the value of things like home, autos, boats, jewelry, art, and collections.  The answers vary widely (once a lady had $200,000 in jewelry!), and…

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RSS Personal Finance News from MarketWatch
  • The Moneyist: My son inherited money after his father was killed in an accident. A woman came forward with another legal heir. What now?
  • The Moneyist: My wife found a half brother through Ancestry.com. Are we morally or ethically obligated to share her father’s estate?
  • The Moneyist: ‘They get free money’: People will receive more stimulus payments and unemployment insurance. Why is there no accountability?
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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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