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Mar202023

How Do I Take Withdrawals in Retirement? Method #1

Retirement SavingsBy Kristi SullivanMarch 20, 2023

In last week’s blog, I introduced some thoughts and methods of tapping into your savings to create a retirement paycheck.  This week, we will look at the Method #1.  This is the first method just because it’s kind of the…

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Mar132023

How Do I Take Withdrawals in Retirement? An Introduction

Investment Education, Retirement SavingsBy Kristi SullivanMarch 13, 2023

Retirement in America is not for wimps.  For most people, gone are the days when you hang up your tools one day and then go home to a steady pension for the rest of your life.   Nowadays, we must…

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Mar62023

WTF (What the Finance) is the Fiduciary Rule?

Ask the AdvisorBy Kristi SullivanMarch 6, 2023

This blog is thanks to an alert reader who asked me the question about why all financial planners are not required to be fiduciaries.  I’m ALWAYS looking for blog topics, so please e-mail me your questions! First, what is a…

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Feb272023

Guest spotlight! Interview with Ladicia Grosch

Financial EducationBy Kristi SullivanFebruary 27, 2023

This week I’m thrilled to share the expertise about life insurance of Ladicia Grosch, COO and Principal of Bridge Life, LLC.    Ladicia partnered in creating Bridge Life in 2012.  She has worked in the wealth transfer and life insurance industry…

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Feb202023

WTF (What the Finance) is IRMAA?

Financial EducationBy Kristi SullivanFebruary 20, 2023

For those of you reading this to learn more about the Queen of Soul, Irma Thomas, get used to disappointment. If, however, you are hoping for a riveting read about Medicare premiums, you are in luck! IRMAA stands for Income-Related…

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Feb132023

To RMD or Not to RMD…

Financial Education, Retirement SavingsBy Kristi SullivanFebruary 13, 2023

…in the first year?  That is a question.  Not THE question – surely there are more important questions in life.  But, with the new SECURE Act 2.0 moving the Required Minimum Distribution start date out yet another year, that old…

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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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