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
Nov72022

Where There’s a Will, Is There a Way…

Financial Education, UncategorizedBy Kristi SullivanNovember 7, 2022

To find it?  Recently I read an article about the U.S. Will Registry.   It’s a free website where you can upload either the will/trust documents themselves or just say where you have your estate plan stashed.  And who is allowed…

Read more
Oct312022

Inflation Beating Tips for the Holidays

Fun StuffBy Kristi SullivanOctober 31, 2022

Our dollars are buying less, but we still want to create great family memories for the holidays. Here are some ideas for creating special times without running up credit card bills (also with higher rates than last year).   Groceries/entertaining…

Read more
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…

Read more
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…

Read more
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…

Read more
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…

Read more
←1
2345678910111213141516171819
…2021222324…
25262728293031323334353637383940414243444546474849505152535455565758596061626364656667686970717273747576777879808182838485868788899091
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