Skip to content
  • About
  • Services
  • Blog
    • In the Media
  • Online Classes
  • Get In Touch
Menu
  • About
  • Services
  • Blog
    • In the Media
  • Online Classes
  • Get In Touch
Schedule A Consultation
May162022

5 Easy Spring Home Improvement Ideas

Fun StuffBy Kristi SullivanMay 16, 2022

Your home may be your largest investment.  Unlike your 401(k), it needs more active involvement to grow in value over time.  Not to mention be enjoyable as your shelter and sanctuary.  If you are like me (not a big do-it-yourselfer),…

Read more
May92022

Revocable Trust – For You or Not for You?

Families and Finance, Financial Education, Uncategorized, What are you leaving behindBy Kristi SullivanMay 9, 2022

Dear Readers,   Allow me to introduce you to estate planning attorney Brandon Rains.  Brandon is an experienced estate planning and business planning attorney practicing in the Denver Metro and Fort Collins areas of Colorado.  The Rains’ Law Firm values…

Read more
May22022

You Won’t Want to Hear This

Investment EducationBy Kristi SullivanMay 2, 2022

As financial advisors, we can be worried about offending our clients.  We may not tell you the hard truths when you are dithering about your accounts going down.   The tendency to handle clients with kid gloves could be harmful…

Read more
Apr252022

Three Retiree Worries and How to Feel Better

Retirement SavingsBy Kristi SullivanApril 25, 2022

Anxiety.  We’ve all got it.  Germs, jobs, raising kids, Russian invasions; the reasons for sleepless nights are endless.  I can’t cure them all, but here are some ideas if your worry set is centered on being retired.   Fear #1: …

Read more
Apr182022

3 Thank You Gift Ideas for your CPA

Fun StuffBy Kristi SullivanApril 18, 2022

Here are some examples of how your CPA is feeling right about now:   A 2-week-old bar of soap in a public bathroom in the 1980s. A cast member of The Walking Dead – zombie or apocalypse survivor, your choice.…

Read more
Apr112022

Robin, Goose, or Ostrich? What Different Sized Eggs Mean to You

Retirement SavingsBy Kristi SullivanApril 11, 2022

What do different sized nest eggs mean your financial security?  Having several hundred thousand dollars saved is a huge accomplishment, but do you know the sustainable annual income those savings will support?   Let’s take Abimelech:  He is aged 66…

Read more
12345…
67891011121314151617181920212223242526272829303132333435363738394041424344454647484950515253545556575859606162636465666768
69
FREE 15 Minute Phone Consultation
Click here to set an appointment

PhoneWe will discuss your goals and see if there is a fit for working together!
JOIN MY NEWSLETTER!

At Your Service: Financial Planning Calculators
Looking for some additional assistance regarding personal, home, investment or retirement planning?

Try Our Helpful Calculators >>
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
  • Redfin, Zillow stocks drop after inflation data fuels jump in Treasury yields
  • First Guaranty Mortgage files for bankruptcy
  • New home sales decline in March
Facebook-f Twitter Linkedin

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

Quick Links

  • Contact
  • Fee Only Financial Planning
  • Frequently Asked Questions
  • Online Financial Planning Classes
  • Schedule A Consultation
  • Financial Planning Calculators

Learn a little, laugh a lot. Subscribe Here

© 2022 Sullivan Financial Planning

Website designed by Be Digital Marketing Co. 

Go to Top