Skip to content
Download Our Free Financial eBooks
  • About
  • Services
  • Blog
    • In the Media
  • Get In Touch
  • About
  • Services
  • Blog
    • In the Media
  • Get In Touch
Schedule A Consultation
Jul32023

Summer Reading List

Fun StuffBy Kristi SullivanJuly 3, 2023

We are fully into summer and there are so many things to do:  Hike, brunch on a patio, outdoor concerts, see a baseball game (well, maybe more you than me) and of course, READ.  Preferably near a body of water.…

Read more
Jun192023

The Case for Buying a 5-Year CD

Financial EducationBy Kristi SullivanJune 19, 2023

Yay, inflation!  No, really.  Thanks to high inflation, interest rates have gone up (sorry borrowers) so that people who want to keep a stash of safe money and actually earn interest on it may do so. Money markets at 4%? …

Read more
Jun122023

Can You Count on Social Security?

Retirement SavingsBy Kristi SullivanJune 12, 2023

So much is written/discussed/screamed about regarding the Social Security trust fund running out by…name the date – it keeps changing!  I think most recently I heard 2034.  Does that mean Social Security will no longer be paid? No, but if…

Read more
Jun52023

Top Ten Awesome People with June Birthdays

Fun StuffBy Kristi SullivanJune 5, 2023

Today’s blog is on the light side.  My 29th birthday is coming up yet again, so I decided to see what historical figures were also born in June.  Here are a few I’d like to share a birthday cake with:…

Read more
May222023

Cost Basis?! We Don’t Need No Stinkin’ Cost Basis!

Financial EducationBy Kristi SullivanMay 22, 2023

Except that you do.  First off, what is cost basis?  The term refers to what it cost you to buy something.  Plus improvements (in the case of real assets.) For example, if you bought Amazon stock at $50/share, $50/share is…

Read more
May152023

WTF (What the Finance?) Are Estimated Tax Payments?

Financial EducationBy Kristi SullivanMay 15, 2023

Those of you small business owners will be familiar with the idea of quarterly estimated tax payments.  The idea is that the IRS does not want to wait until April 15th to get all of their tax revenue from you. …

Read more
←1
2345678910111213
…1415161718…
192021222324252627282930313233343536373839404142434445464748495051525354555657585960616263646566676869707172737475767778798081828384858687888990
91→
JOIN MY NEWSLETTER!

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

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.

Facebook-f Twitter Linkedin
Best Financial Advisors in Denver

Quick Links

  • Contact
  • Fee Only Financial Planning
  • Frequently Asked Questions
  • Free Financial eBooks
  • Schedule A Consultation
  • Financial Planning Calculators

Current Clients

E-mail Kristi to request an appointment

Learn a little, laugh a lot. Subscribe Here

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

© 2024 Sullivan Financial Planning

Website designed by Be Digital Marketing Co. 

Go to Top

Download Your Retirement Checklist and Timeline!

Stay organized and prepared for retirement with my comprehensive checklist and timeline. Enter your name and email below to get instant access.

Skip to content
Open toolbar Accessibility Tools

Accessibility Tools

  • Increase TextIncrease Text
  • Decrease TextDecrease Text
  • GrayscaleGrayscale
  • High ContrastHigh Contrast
  • Negative ContrastNegative Contrast
  • Light BackgroundLight Background
  • Links UnderlineLinks Underline
  • Readable FontReadable Font
  • Reset Reset