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Aug162021

The Four Tendencies: Obligers as Investors

Financial Education, Fun StuffBy Kristi SullivanAugust 16, 2021

Obligers are the most common of the Four Tendencies.  They tend to make fabulous friends, co-workers, family members, and spouses.  That is because, “they tend to meet deadlines, keep their promises and follow through for others.”   Where Obligers struggle…

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Aug92021

The Four Tendencies: Upholders as Investors

Financial Education, Fun Stuff, UncategorizedBy Kristi SullivanAugust 9, 2021

First of all, did you take the quiz?  Click here if you want to take it now.   Upholders will have taken the quiz because I asked them to, and they are curious about themselves.  Obligers will have taken the…

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Aug22021

What’s Your Investment Tendency?

Financial Education, Fun StuffBy Kristi SullivanAugust 2, 2021

Alert, Dear Readers, I have found religion!  No, it is not the International Church of Cannabis that is walking distance from my house.  The Good Book to which I near constantly refer is Gretchin Rubin’s The Four Tendencies.   This…

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Jul262021

A Lean, Mean, Small Business Machine

Financial Education, Fun StuffBy Kristi SullivanJuly 26, 2021

Being the ultimate in small businesses, a company of one, I’m always thinking of ways to have higher profit margins without sacrificing customer service or constantly raising prices.  Sound familiar?  So, here are three ideas from that awesome business coach,…

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Jul202021

Three Reasons a Retiree Might Consider Roth Conversions

Investment Education, Retirement SavingsBy Kristi SullivanJuly 20, 2021

As a fair and balanced blog writer, this week I am following up a blog about why retirees should not worry about Roth conversions with three reasons why such a move could be a good idea.   It’s a nice…

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Jul122021

Three Reasons Why Roth Conversions Don’t Make Sense for Retirees

Financial Education, Personal Finance, Retirement SavingsBy Kristi SullivanJuly 12, 2021

There is so much talk, writing, podcasting, etc. on Roth conversions these days.  Ultimately, I don’t feel doing Roth conversion (or not) will materially impact the retirement cash flow of 90% retirees.  It might affect their estate plan, but that’s…

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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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