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Mar242025

Where Should I Keep my Cash Stash?

Financial Education, Personal FinanceBy Kristi SullivanMarch 24, 2025

Ever since the Global Financial Crisis of 2008, the US Federal Reserve kept interest rates at nearly 0% to stimulate the economy.  As a result, safe money (cash you held for emergency funds or short-term needs) earned no interest whether…

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Mar172025

Should you consider inheritance as part of your retirement plan?

Families and Finance, Personal Finance, Retirement SavingsBy Kristi SullivanMarch 17, 2025

I’m trying to think of an expression, like “counting your chickens before the eggs hatch” that applies to considering inheritance as part of your financial plan.  Or maybe, with egg prices what they are, we are just hoping to inherit…

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Mar102025

Real Tough: Real Estate Decisions During Divorce

Financial Education, Personal FinanceBy Kristi SullivanMarch 10, 2025

This month, I’m pleased to feature the expertise of my friend and Realtor, Renee Cohen. Renee and I started our businesses around the same time, and I’ve always enjoyed exchanging ideas about growing our firms, serving clients, and the state…

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Mar32025

Common Tax Filing Mistakes Your CPA Wishes You Would Avoid

Personal FinanceBy Kristi SullivanMarch 3, 2025

Ask my lovely CPA, I am NOT a tax expert.  But, looking at the most common tax filing mistakes, a lot of these seem like clerical errors rather than complex tax decisions.  Read on to save yourself some headaches after…

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Feb242025

All’s Fair in Love and Social Security Provisions

In the News, Retirement SavingsBy Kristi SullivanFebruary 24, 2025

Well, maybe not in love (see Romeo, Juliet, etc.) but according to – gasp! – both parties in Congress and former President Joe Biden, Social Security is getting a little fairer this year. The Social Security Fairness Act, signed into…

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Feb172025

What Happens If Tax Laws Change and How Do I Prepare?

Personal FinanceBy Kristi SullivanFebruary 17, 2025

If people are going to panic about impending tax changes, I feel it’s more productive to know WHAT you are panicking about. Herewith, is a list of some of the changes that would happen if the Tax Cuts and Jobs…

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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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