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Nov132023

Pros and Cons of Leaving a Vacation Home to Heirs

Families and FinanceBy Kristi SullivanNovember 13, 2023

You can picture it now: Gathered around the warm fire, drinking hot chocolate with your grandkids, everyone’s cheeks red from a lovely day of skiing.  Or maybe gathered around the barbque on your deck overlooking the Gulf of Mexico, watching…

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Nov62023

Pros and Cons of Buying a Vacation Home

Fun StuffBy Kristi SullivanNovember 6, 2023

Sure, you are probably looking more for stocking stuffers than a mountain chalet right now.  But, if the onset of ski season has you hankering for a refuge from Saturday morning gridlock, read on for a fast list of what’s…

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Oct302023

Hope Mouton’s Sweet Potatoes for Your Thanksgiving Table

Fun StuffBy Kristi SullivanOctober 30, 2023

As you are deciding who is bringing what to the Thanksgiving feast, here is an easy, delicious take on sweet potatoes that you can volunteer to bring. This recipe is from my grandmother, Hope Mouton, and has some slightly vague…

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Oct232023

To Roll or Not to Roll?

Financial Education, Retirement SavingsBy Kristi SullivanOctober 23, 2023

Get your minds out of the marijuana plant.  I’m not talking about that type of rolling.  Rather, the pros and cons of rolling your old 401k/403b plans into a Rollover IRA. Generally, I say YES, you should move money out…

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Oct162023

Annual Sweet and Scary Blog

Investment EducationBy Kristi SullivanOctober 16, 2023

It’s October, and like candy corns, witch hats, and tacky people putting up their Christmas trees already, you have come to expect the annual review on the best and worst performing sectors of the economy so far this year. As…

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Oct92023

WTF (What the Finance) Is a Qualified Charitable Distribution?

Financial EducationBy Kristi SullivanOctober 9, 2023

To encourage you not to leave all the year-end tasks until, well, the end of the year, I’d like to explain a charitable gifting hack for readers aged 70 ½ and older. The Qualified Charitable Distribution (aka QCD) allows people…

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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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