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Jun232025

How to Lower Your Personal Inflation Rate

Personal FinanceBy Kristi SullivanJune 23, 2025

Times are stressful with rising prices, crazy stock markets, and general world instability.  While you can’t control people starting a trade war, you can control how the fallout affects your bottom line. Here are some ideas on how to lower…

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Jun162025
Retiree Financial Scams

Top Scams That Target Retirees

Financial EducationBy Kristi SullivanJune 16, 2025

Bonnie Parker, of Bonnie and Clyde steal-and-murder infamy was asked why she robbed banks.  She reportedly replied, “I rob banks because that’s where the money is.” And so it goes with scammers and retirees.  Older people are a great target…

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Jun92025

5 Funny Quotes about Father’s Day

Fun StuffBy Kristi SullivanJune 9, 2025

Taking a break from the heavy financial stuff to celebrate Dads!    “Remember: What Dad really wants is a nap. Really.” —Dave Barry   “When I was a boy of 14, my father was so ignorant, I could hardly stand…

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Jun22025

The Student Loan Crunch

College Planning, Financial EducationBy Kristi SullivanJune 2, 2025

Nope, that is not the name of a delicious new candy bar with chocolate, Rice Krispies, pretzels, salted caramel, and almonds.  I wish, and if anybody decides to manufacture this terrific idea, please let me know where to buy them.…

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May262025

What To Do with Your Cash Stash Now?

Financial Education, Personal FinanceBy Kristi SullivanMay 26, 2025

Part of the insanity of the early 2025 investment scene is the wild ride of bonds.  Yes, even the stalwart US Treasury options have seen big moves due to the tariff situation. There is a ton of money in money…

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May192025

WTF (What the Finance) is a HELOC?

Financial Education, Personal FinanceBy Kristi SullivanMay 19, 2025

I’ll get straight to the point:  I believe that MOST homeowners should have a Home Equity Line of Credit (HELOC).  Why?  First, let’s start with the What: A home equity line of credit (HELOC) is a revolving line of credit…

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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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