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Sullivan Financial Planning
Putting the Financial Pieces Together
Sullivan Financial Planning
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  • Welcome
  • About Me
  • Work With Me
    • Online Classes for the Do-It-Yourselfer
    • Financial Planning Consultation
    • In-Depth Financial Planning
    • Hire Kristi to Speak
  • Blog
    • In the Media
  • Get In Touch
  • Financial Calculators
Feb12017
Financial Planner

I Was Promoted by an Ass!

In the News, Kristi's QuotesBy Kristi SullivanFebruary 1, 2017

I was thrilled to be named one of Credit Donkey’s Best Investing Blogs for 2016: With so many investing sites out there clogging the Internet with fluff and unclear directives, you can easily get lost. We help you find your…

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Jan252017
gym membership

How’s That New Gym Membership Working Out?

Financial Education, Fun Stuff, Personal FinanceBy Kristi SullivanJanuary 25, 2017

According to a survey of 5,000 people by GoBankingRates in 2016 the top five New Year’s Resolutions were:   Enjoy Life to the Fullest Live a Healthier Lifestyle Lose Weight Spend more time with family and friends Spend less, save…

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Jan242017
Financial Planner

Kristi’s Quotes: The Chicago Tribune Asks Kristi about Retirement!

Kristi's Quotes, Retirement SavingsBy Kristi SullivanJanuary 24, 2017

Working for yourself means giving up certain benefits, like a workplace retirement plan. But when it comes to saving for old age, you still have plenty of choices.   Which retirement account you choose depends on how much you earn…

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Jan182017
Social Security

Social Security and Numbers to Know in 2017

Financial News, Personal Finance, Retirement SavingsBy Kristi SullivanJanuary 18, 2017

Sorry, this is not like a fortune cookie where I reveal your lucky numbers (“Confucius says buy stocks on days 14, 28, 200, and 360 of the year.”).  Rather, here is a quick update on new retirement savings limits and…

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Jan172017
Financial Planner

Kristi’s Quotes: 15 Signs You Need a Financial Planner

Financial Education, Kristi's Quotes, Personal FinanceBy Kristi SullivanJanuary 17, 2017

Financial planning is the process by which a person or family works with a financial professional to set goals, financial and otherwise, and to develop a plan for meeting them. A Certified Financial Planner™ (CFP®) is trained to develop a…

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Jan122017
will

Kristi’s Quotes: Think You’re in the Will? Think Again.

Aging Parents, Kristi's QuotesBy Kristi SullivanJanuary 12, 2017

Faced with longer life expectancies, a savings shortfall and skyrocketing medical bills, retirees are increasingly reluctant to transfer assets to their children during their lifetime—lest they need that money to make ends meet. Where excess assets exist when they die,…

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RSS Personal Finance News from MarketWatch
  • The Moneyist: I lost my job at 55 and started my own successful business. I now constantly get texts from friends and former coworkers asking how I did it. What do I do?
  • The Moneyist: ‘What the hell!’ I’m 28, have no debt, a 401(k), Roth IRA and $45K in cash. Should I save for a house or buy a Tesla Model 3?
  • The Moneyist: ‘Warren Buffett and Harry Potter couldn’t get those two retired early’: When financial advisers can’t make their clients see the light
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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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