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Aug142023

Recent Legislative Updates on Colorado 529s

Financial Education, Financial NewsBy Kristi SullivanAugust 14, 2023

The government just loves to roll out new investment tools and then spend the next 50 years tinkering with the rules.  529 college savings plans are no different.  Lately there is good news and bad news on the legislative front.…

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Aug72023

College Planning Month Part 2: Pros and Cons of Using a 529 Account

College PlanningBy Kristi SullivanAugust 7, 2023

There are a lot of myths around 529 plan that keep people from opening an account.  I’m not suggesting that everyone must use a 529 account to save for college (see next week’s blog for alternatives).  However, it is a…

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Aug12023

Welcome to August! It’s College Planning Month on the SFP Blog.

College Planning, Financial EducationBy Kristi SullivanAugust 1, 2023

Writing blogs every week is hard work.  Therefore, I love a nice series.  Even better when it coincides with a season.  August being back-to-school month seemed like a good time to share some college planning info from Michael Van Boening…

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Jul242023

3 Great Quotes from Warren Buffett

Fun StuffBy Kristi SullivanJuly 24, 2023

What do Warren Buffett and Winston Churchill have in common?  Other than being famous, portly white dudes who have looked old since they were 30?  It’s their ability to put great life advice into a pithy quote.   Here are…

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Jul172023

Three Tips to Prepare for a Recession for Workers

Financial Education, Personal FinanceBy Kristi SullivanJuly 17, 2023

Picking up from last week, this blog is not about predicting the economy.  Even the definition of a recession is subject to debate.  It’s always good to be ready for a recession, since we don’t know when the next one…

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Jul102023

Three Tips to Prepare for a Recession for Retirees

Financial Education, Retirement SavingsBy Kristi SullivanJuly 10, 2023

Don’t hit the panic button; I’m not predicting a recession this month/summer/year/decade.  I don’t know when the next recession will be any more than the talking heads on TV (trust me, they don’t know either).  But, as the scouts say,…

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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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