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Oct242022

Three Tips from The Pumpkin Plan

Financial Education, Fun StuffBy Kristi SullivanOctober 24, 2022

Pumpkins, pumpkin spice, pumpkin decorations…it’s October and pumpkins are pervasive.  There is even a business book about pumpkins by Mike Michalowicz called The Pumpkin Plan.   Since many of my readers are business owners or operate as such within a…

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Oct172022

Three Ways the Inflation Act May Affect You

Financial Education, In the NewsBy Kristi SullivanOctober 17, 2022

What is the Inflation Reduction Act of 2022?  Is it just a lesson on being more careful when naming laws?  Is it an inflation law, a climate law, or an insurance law?  As with all laws, it’s complicated so here…

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Oct102022

Annual Sweet and Scary Investment Report

Investment EducationBy Kristi SullivanOctober 10, 2022

Let’s start off with a direct quote for how the October 2021 version of this blog started:  “I guess it’s a good year in the stock market when the worst performing sectors (so far, as of writing this blog on…

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Oct32022

5 Candy-Corny Halloween Jokes

Fun StuffBy Kristi SullivanOctober 3, 2022

The stock market hasn’t given us much to smile about this year.  How about a little Halloween humor to lighten the mood?   What kind of music do mummies listen to? Wrap music. How did the vampire marathon end? Neck…

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Sep262022

What Is Your Risk Tolerance – Really?

Financial Education, Investment Education, Personal Finance, UncategorizedBy Kristi SullivanSeptember 26, 2022

Ugh, September is one of those months with FIVE Thursdays.  That’s a lot of blogs to write so I’m taking a breather this week and re-running a Blog from July 2022 about risk tolerance and stock market drops.   The…

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Sep192022

How You Can Use the 4% Rule

Financial Education, Retirement SavingsBy Kristi SullivanSeptember 19, 2022

You may have heard of Bill Bengen’s 4% rule for retirement withdrawal.  Through back testing and calculating and thinking really hard, Mr. Bengen concluded that a retiree could start taking 4% out of investments and have his/her nest egg last…

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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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