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Jun22025

The Student Loan Crunch

College Planning, Financial EducationBy Kristi SullivanJune 2, 2025

Nope, that is not the name of a delicious new candy bar with chocolate, Rice Krispies, pretzels, salted caramel, and almonds.  I wish, and if anybody decides to manufacture this terrific idea, please let me know where to buy them.…

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May262025

What To Do with Your Cash Stash Now?

Financial Education, Personal FinanceBy Kristi SullivanMay 26, 2025

Part of the insanity of the early 2025 investment scene is the wild ride of bonds.  Yes, even the stalwart US Treasury options have seen big moves due to the tariff situation. There is a ton of money in money…

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May192025

WTF (What the Finance) is a HELOC?

Financial Education, Personal FinanceBy Kristi SullivanMay 19, 2025

I’ll get straight to the point:  I believe that MOST homeowners should have a Home Equity Line of Credit (HELOC).  Why?  First, let’s start with the What: A home equity line of credit (HELOC) is a revolving line of credit…

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May122025

Strategies to Save Money on Spring Plants

Fun StuffBy Kristi SullivanMay 12, 2025

Every once in a while, I like to offer ideas on saving money while buying items I know you will purchase anyway.  The hope is that if you don’t spend as much on, say, Halloween costumes, you will save more…

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Apr282025

Back to Basics

Personal FinanceBy Kristi SullivanApril 28, 2025

Sometimes it’s nice to just revisit the basics of good #personalfinance.  This could be a refresher for you or something to talk to your kids about.   This is a quick list of what to do (in order) if you…

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Apr212025

What Happens if Social Security Goes Broke?

Financial EducationBy Kristi SullivanApril 21, 2025

With the current uncertainty about every single thing happening with the federal government, a question I get asked a lot is what I think will happen to Social Security. While I do believe reducing Social Security would be difficult to…

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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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