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Jan42021

If You Managed Your Relationships Like You Manage Your Investments

Financial Education, Personal FinanceBy Kristi SullivanJanuary 4, 2021

While eating a breakfast burrito (when all the best ideas strike), I was lamenting my inability to convince the world of the importance of staying in their stock investments even when the value is going down.  People SAY they can…

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Dec282020

New Year’s Financial Resolutions

Financial Education, Fun Stuff, Personal FinanceBy Kristi SullivanDecember 28, 2020

Making New Year’s Resolutions seems silly to many.  Too vague, forgotten by February, setting yourself up for disappointment, blah, blah.  After 2020, making plans of any kind feels ridiculous.  But, if you don’t set goals, it’s unlikely you will achieve…

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Dec142020

A Peek Behind the Denver Real Estate Curtain

Fun Stuff, Personal FinanceBy Kristi SullivanDecember 14, 2020

This week, I’m tapping into the expertise of Denver Realtor Renee Cohen with Coldwell Banker. With such a hot market, it’s important to have all the information you need before you start your search (or list your home)!   What…

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Dec82020

Get the Heck Outta Town!

Fun StuffBy Kristi SullivanDecember 8, 2020

Anyone but me ready to wave goodbye to your house for a week or two?  This week I’m pleased to interview Jayne Evert, travel expert extraordinaire, and owner of Go Travel With Jayne to discuss travel trends and ideas for…

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Nov302020

Longevity Annuities or 5 Funny Tweets About 2020 Gratitude and A Recipe

Fun StuffBy Kristi SullivanNovember 30, 2020

If you don’t laugh, you may cry.  As there have been many opportunities to make that choice this year, let me make the first option a little easier.  Herewith, 5 funny tweets about 2020 and 1 recipe to bring to…

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Nov232020

WTF (What the Finance) is a State Mandated Retirement Plan?

Personal Finance, Retirement SavingsBy Kristi SullivanNovember 23, 2020

Think all workers can participate in a retirement plan?  Think again!  According to a 2019 study by the Pension Rights Center* out of 139 million full and part-time workers, only 56% are participating in a work sponsored retirement plan.  Only…

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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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