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Jul252022

Summer Bring-to-the-Party Recipe

Fun StuffBy Kristi SullivanJuly 25, 2022

Summer is in full swing and as my readers are probably VERY in-demand, you may need a handy recipe to bring to all those parties at which your presence is requested.  To be the most popular guest at summer gatherings,…

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Jul182022

WTF (What the Finance) Is a Bear Market?

Financial EducationBy Kristi SullivanJuly 18, 2022

Recessions, inflation, and bears, oh, my!  Dorothy, Scarecrow, and Tin Man didn’t know how easy they had it just worried about lions and tigers and bears.     What is a Bear Market, anyway?  How does it compare to a…

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Jul112022

3 Hidden Gem Hikes Near Denver

Fun StuffBy Kristi SullivanJuly 11, 2022

It’s summer and we here in Colorado love to get out and enjoy our beautiful scenery.  The thing is, there are more of us in the state to share the space.  So how to we get away from it all…

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Jul42022

Personal Inflation Rate

Financial EducationBy Kristi SullivanJuly 4, 2022

If it bleeds it leads and that can certainly be said about the media frenzy around high inflation rates.  Of course, prices are going up and it’s uncomfortable.  But are all your costs going up 8%?  Maybe, maybe not.  …

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Jun272022

Reverse Mortgage Refresher

Financial EducationBy Kristi SullivanJune 27, 2022

With the stock market experiencing painful losses in 2022, you might wish you had another way to pay bills that didn’t involve selling investments while they are down.  If you are a homeowner with more than 50% equity in your…

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Jun202022

Retiree Perks Around the World

Fun Stuff, Retirement SavingsBy Kristi SullivanJune 20, 2022

Having just signed up for AARP (saved me $80 on a hotel reservation!), I got to wondering, what do other countries offer their seniors to make life healthier, happier, and more affordable?   If you get a retirement visa in…

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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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