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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
Nov232016

Ask the Advisor – Should I refinance my mortgage to pay my holiday bills?

Ask the AdvisorBy Kristi SullivanNovember 23, 2016

Ah, the holidays.  A time when you want to spend more money than usual, but your bills and paycheck stay the same.  According to the ubiquitous ads on the radio, you should be refinancing your mortgage and all of your…

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Nov222016
Financial Planner

Kristi’s Quotes: A Quote on AmericanPrivateWealth.com

Ask the AdvisorBy Kristi SullivanNovember 22, 2016

Read it if you can!  I can only seem to find this article in photograph form, but it justifies all of my shopping trips, so I wanted to share.  Click here for more.

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Nov192016
Roth IRA

CNBC.com Quotes Kristi about 401(k)s!

Financial News, In the News, Kristi's Quotes, Retirement Savings, UncategorizedBy Kristi SullivanNovember 19, 2016

During the excitement that comes with taking a new job, make sure you don’t forget about the retirement money you socked away in your former employer’s 401(k) plan. “People in their working years tend to switch jobs a lot and…

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Nov162016

Ten Things I for Which I am Grateful This Thanksgiving

Families and Finance, Fun StuffBy Kristi SullivanNovember 16, 2016

I think this is the blog where I am supposed to gush about my wonderful family and brag to you about all of my successes in 2016.  Gobble, gobble, who wants to read that?  So, in no particular order:  …

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Nov152016
Financial Planner

Kristi’s Quotes: A Message to Caregivers

Kristi's QuotesBy Kristi SullivanNovember 15, 2016

While it may be tempting to drop certain commitments and handle all of the caregiving needs alone, it can sometimes have devastating effects on an adult child professionally, personally, and financially. According to the Family Caregiver Alliance, more caregivers are…

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Nov92016

What About the Post-Election Stock Market?

Financial NewsBy Kristi SullivanNovember 9, 2016

Well it’s over, and whether you are deliriously happy or in the depths of despair, you may be concerned about how your investments will react post-election.   As I have been saying all along, elections happen often, our president is…

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RSS Personal Finance News from MarketWatch
  • The Moneyist: My son inherited money after his father was killed in an accident. A woman came forward with another legal heir. What now?
  • The Moneyist: My wife found a half brother through Ancestry.com. Are we morally or ethically obligated to share her father’s estate?
  • The Moneyist: ‘They get free money’: People will receive more stimulus payments and unemployment insurance. Why is there no accountability?
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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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