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
Dec262022

Lyrics to Auld Lang Syne

Fun StuffBy Kristi SullivanDecember 26, 2022

Don’t get caught flat-noted this New Year’s Eve!  Rehearse your Auld Lang Syne now and wow your friends.   Should old acquaintance be forgot and never brought to mind? Should old acquaintance be forgot and auld lang syne? [Chorus –…

Read more
Dec192022

Charitable Gift Tips – It’s Not Too Late (but close!)

Financial Education, Personal FinanceBy Kristi SullivanDecember 19, 2022

Yes, 2022 is quickly drawing to a close, but it’s not too late to help those non-profit organizations you love. Here are three quick tips for making the most of your charitable gifts for taxes. If you are age 70…

Read more
Dec122022

WTF (What the Finance?) is Tax Loss Harvesting?

Financial Education, Investment Education, Personal FinanceBy Kristi SullivanDecember 12, 2022

Yep, your investments are down and so are your spirits.  Those looking for a silver lining may be talking about tax loss harvesting.  What does that even mean? Warning, if your money is all in retirement accounts (IRAs, Roth IRAs,…

Read more
Dec52022

Bigger and Better 401(k) and IRA Contribution Caps in 2023

Investment Education, Personal Finance, Retirement SavingsBy Kristi SullivanDecember 5, 2022

Maybe inflation isn’t all bad.  Social Security checks are going up 8.7%, you can buy a 1-year CD earning 4.5% interest, and (for those who aren’t spending every last time on more expensive groceries) we are seeing a big jump…

Read more
Nov282022

Alert! Inherited IRA RMD Changes You Need to Know!

Financial Education, Personal Finance, Retirement SavingsBy Kristi SullivanNovember 28, 2022

The IRS has done it again.  Taken an already unfortunate new rule about inheriting IRAs and made it even worse.   To recap, if you inherited IRA/Roth IRA/Workplace Retirement Account money from someone who died in 2020 or after, the…

Read more
Nov142022

Three Fun Thanksgiving Activities

Fun StuffBy Kristi SullivanNovember 14, 2022

Three not-fun things to do at the Thanksgiving table Talk about how you voted in the mid-term elections. Stare at the football game. The Festivus Airing of Grievances one month early. Three more fun Thanksgiving activities Thanksgiving Mad Libs! Print…

Read more
←1
23456789101112131415161718
…1920212223…
2425262728293031323334353637383940414243444546474849505152535455565758596061626364656667686970717273747576777879808182838485868788899091
92→
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