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Mar252020

You Have Finances, Why Not a Financial Planner?

Financial Education, Personal FinanceBy Kristi SullivanMarch 25, 2020

If this pandemic has taught us anything it is that everyone has questions, problems, goals, victories, losses, fears, gains, excitement, despair, greed, generosity, and insecurity about money.  You don’t have to be poor to worry about money or rich to…

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Mar182020

What is Kristi Doing During This Downturn?

Financial NewsBy Kristi SullivanMarch 18, 2020

In case you are wondering what goes through the mind of financial advisers during brutal stock market downturns, here is a peek behind the curtain. Obviously, just me, I can’t speak for all my adviser friends.   Feeling #1: Discouraged.…

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Mar122020
Kristi Sullivan | Denver Fee Only Financial Planner | Sullivan Financial Planning

I’m Not Worried About the Stock Market. I Am Worried About You.

Investment Education, Personal Finance, UncategorizedBy Kristi SullivanMarch 12, 2020

Over the past 15 months, I have been in a LOT of family therapy. And the one thing I have learned is that when a person is feeling strong emotions (fear, anger, insecurity), the rational part of their brain (the…

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Mar112020

What does it mean when you lose money in the stock market?

Financial Education, Investment Education, Personal FinanceBy Kristi SullivanMarch 11, 2020

So, you’ve seen all the newsletters advising you not to panic and sell as the stock market loses 20% in a week. You may even hear investment folks encouraging you to buy stocks if you have any cash. But, as…

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Mar92020

Economic Crystal Ball: What I Think of Economic Forecasts

Financial Education, Financial News, Personal FinanceBy Kristi SullivanMarch 9, 2020

The first quarter rite of passage for financial advisers seems to be attending economic forecasts.  Yes, it is absolutely as fun as it sounds.  Zzzzzz.   I try to avoid these meetings because market forecasts are almost never right and…

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Feb262020

SECURE Act Follow Up – Focus on Inherited IRAs

Financial Education, Financial News, Retirement SavingsBy Kristi SullivanFebruary 26, 2020

An alert reader asked me to elaborate a bit on the SECURE Act in relation to the effect on inheriting IRAs.  This has received a lot of press, so I guess a lot of people are worried about it.  Is…

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