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Apr192021

Can’t My Savings Make More Money?

Financial Education, Investment Education, Personal FinanceBy Kristi SullivanApril 19, 2021

Ultra-low interest rates present a dilemma:  Great for borrowers (both companies and individuals), potentially great for the stock market, but terrible for people who need risk free savings for emergencies or retirement income.   Unfortunately, if you need your money…

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Apr122021

Is a No Income Tax State Right for Your Retirement?

Financial Education, Retirement SavingsBy Kristi SullivanApril 12, 2021

Much is made of making your permanent home in retirement in a state that has no state income tax.  I posit that there are other considerations.  First, what are the no-income-tax states?  They are Alaska, Tennessee, Wyoming, Florida, New Hampshire,…

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Apr62021

Give Your Financial Planner a Check-up

Financial EducationBy Kristi SullivanApril 6, 2021

Ever wonder why Bernie Madoff, perpetrator of the world’s largest Ponzi scheme, didn’t get caught by auditors at the SEC sooner?  There were a lot of reasons, but a big one is that he wasn’t even registered as an investment…

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Mar302021

Spotlight on Branding Photography

Financial Education, Fun StuffBy Kristi SullivanMarch 30, 2021

This week I am thrilled to spotlight professional photographer Willy Wilson.  What does photography have to do with your finances?  Well, if you are in sales or a business owner or just want to grow your career with a killer…

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Mar232021

WTF (What the Finance) is a Hedge Fund?

Financial EducationBy Kristi SullivanMarch 23, 2021

In the world of investments, there are ways to make and lose money that are reserved for Accredited Investors (rich people).  Hedge funds are one of these instruments.   A hedge fund is a pool of many investors’ money managed…

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Mar162021

Robinhood; Stealing from the Poor to Get Rich

Financial EducationBy Kristi SullivanMarch 16, 2021

To pile on to my probably unpopular thoughts about Bitcoin last week, let me tell you my top three reasons I don’t like Robinhood (the trading app, not the 1973 Disney movie which is one of my all-time favorites).  …

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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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