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Sep272021

The Hunt for The Mega Back Door Roth!

Financial Education, Personal Finance, Retirement Savings, UncategorizedBy Kristi SullivanSeptember 27, 2021

A big topic of financial writing these days is The Mega Back Door Roth.  Sounds like a King Kong type of movie and coincidentally has about as much use in most people’s financial knowledge as a giant ape movie in…

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Sep202021

The Back Door Roth IRA Revisited

Financial Education, Investment Education, Retirement SavingsBy Kristi SullivanSeptember 20, 2021

This blog is a repeat of the topic of a Back Door IRA.  The reason I bring it up again is that Mega-Back Door Roth IRAs have been in the news a lot lately.  I’ll discuss those next week but…

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Sep132021

Who Wants to Learn More About Wine?

Fun StuffBy Kristi SullivanSeptember 13, 2021

I am very excited to present an interview with Nina Anderson, Wine Expert with Wine Shop at Home!  For over 12 years, Nina has been helping people learn about wine through private wine tasting experiences.  She says, “I take the…

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Sep62021

Regret Theory

Financial Education, Investment EducationBy Kristi SullivanSeptember 6, 2021

“Regret theory suggests investors who sell at the wrong time and miss out on gains experience regret that affects their judgment, leading to subsequent market-timing mistakes,” says Sarah Newcomb, behavioral economist for research firm Morningstar and author of the book…

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Sep12021

The Four Tendencies: Rebels as Investors

Fun StuffBy Kristi SullivanSeptember 1, 2021

Calling all Bitcoin and Tesla groupies!  This one is for you!   A Rebel was the child who said, “You’re not the boss of me,” to his parents and the adult who says, “You’re not the boss of me,” to,…

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Aug232021

The Four Tendencies: Questioners as Investors

Financial Education, Fun Stuff, UncategorizedBy Kristi SullivanAugust 23, 2021

As an Upholder (me), Questioners (people I may be married to) can drive me bonkers.   My attitude toward tasks and decisions is, “Get the information from an expert (maybe two) and do it already.”  I don’t tend to ask why,…

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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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