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Feb152021

Saving for College – Roth IRA vs. 529 Plan

College Planning, Families and Finance, Financial Education, Retirement SavingsBy Kristi SullivanFebruary 15, 2021

There are a lot of ways to look at funding college for your kids.  There is the I-Paid-My-Way-and-Junior-Can-Too.  There is the parental guilt trip of putting away any extra money and forgoing retirement savings so young Betty Sue can go…

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Feb82021

If I Made Candy Hearts

Fun Stuff, Personal FinanceBy Kristi SullivanFebruary 8, 2021

Ask any of my husbands, romance is not a core strength of mine.  On the other hand, I am great at eating Valentine’s candy.  It got me thinking, how can I combine my love of giving financial advice with the…

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Feb12021

Give Yourself the Gift of Self-Care!

Fun Stuff, UncategorizedBy Kristi SullivanFebruary 1, 2021

Just in time for Valentine’s day, I am excited to feature Stacey Lohmar, esthetician at Grand Salon and Medspa, with some ideas for you (or the one you love) to pamper your body’s biggest organ.  It’s skin – get your…

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Jan252021

WTF (What the Finance) is a REIT Fund?

Financial Education, Personal Finance, UncategorizedBy Kristi SullivanJanuary 25, 2021

A distinct memory I have from the old Fidelity days was being visited by the fund manager who oversaw the Fidelity Real Estate Investment Portfolio.  The interaction took place not long after the dot.com/9/11 stock market bust in the early…

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Jan192021

How Do I Pick the Best Stocks? I Don’t!

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

One of the first things I tell prospective clients who are looking for investment help is that I don’t advise on buying or selling individual stocks.  Why is that?  Laziness?  Lack of confidence?  Don’t have the time?  Yes, all of…

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Jan112021

The Economy and the Stock Market: Not the Same Thing

Financial EducationBy Kristi SullivanJanuary 11, 2021

The pandemic has shown investors is that reading the tea leaves regarding economic indicators doesn’t always translate to obvious investment decisions.  Unemployment is high, small businesses are closing left and right, our nation’s history of a peaceful transfer of power…

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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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