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
Dec292019

Best and Worst New Year’s Resolutions

Fun StuffBy Kristi SullivanDecember 29, 2019

Ah, the New Year.  Time to start fresh and do all the things you meant to do last year.  If one of your promises is to laugh more (a good vow if ever there was one) look no further than…

Read more
Dec232019
charitable giving distributions

Qualified Charitable Contribution Limits – RMD or IRS?

Financial Education, Personal Finance, Retirement SavingsBy Kristi SullivanDecember 23, 2019

Just a quick reminder for those of you aged 70 ½ and over who are also charitably inclined: There is no better way to gift from a tax standpoint than directly out of your Traditional IRA.  Why? Money that comes…

Read more
Dec232019

Winter Fun on a Budget!

Fun StuffBy Kristi SullivanDecember 23, 2019

By now, your family has been cooped up together for a few days.  People are getting whiny and so are the kids.  You are broke from the gift giving and planning to put an extra $500/year into your 401(k) (see…

Read more
Dec102019

Ho, ho, ho! A retirement holiday gift from the IRS!

Financial EducationBy Kristi SullivanDecember 10, 2019

Attention retirement savers!  For the second year in a row, the employee contribution limit to 401(k)s, 403(b)s, and 457 plans has been raised.  In 2020 you will be able to put $19,500 into your retirement plan.  The amount the employer…

Read more
Dec22019

8-Ingredient Meal for Busy Holiday Evenings

Personal FinanceBy Kristi SullivanDecember 2, 2019

What, a home cooked meal that’s easy and cheap and can save your sanity during the crazy holiday season?  That’s right, your trusty financial planner to the rescue.  Vegans need not read further.   Main dish: (courtesy of Catherine Tidd…

Read more
Nov192019
home modification tax credit

Home Modification Tax Credit

Personal FinanceBy Kristi SullivanNovember 19, 2019

An important part of financial planning is anticipating how you will adapt to the impact of aging or disability. In 2008 the CDC estimated that 13.7% of all adults live with a mobility disability, defined as a serious difficulty walking…

Read more
←1
234567891011121314151617181920212223242526272829
…3031323334…
35363738394041424344454647484950515253545556575859606162636465666768697071727374757677
78→
JOIN MY NEWSLETTER!

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
  • Dow tumbles 300 points, S&P 500 skids 1.3% as investors eye Fed response to strong U.S economic data
  • Dow, S&P 500 finish lower Thursday, kick off final month of a brutal year on a down note
  • Neuberger wins clearance to manage assets in China for Chinese residents
Facebook-f Twitter Linkedin
Best Financial Advisors in Denver

Current Clients

Schedule Appointment

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

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

© 2022 Sullivan Financial Planning

Website designed by Be Digital Marketing Co. 

Go to Top