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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
Aug242016

Are You Doing Allowance Right?

Financial Education, Kids and MoneyBy Kristi SullivanAugust 24, 2016

Ha! That was just an attention grabber.  There isn’t really a right or wrong way to manage allowance, as long as you are consistent and communicate the rules to your kids.   The big controversy is whether to tie allowance…

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Aug192016
Financial Planner

Kristi’s Quotes: The Best Way to Save if you’re Self-Employed

Kristi's Quotes, Retirement SavingsBy Kristi SullivanAugust 19, 2016

Are you self-employed and wondering how to plan for retirement?  Kristi says you may actually may have more options than you think.  Check out her quote in the Chicago Tribune!   “SEP-IRAs are easy and inexpensive to set up, and….”…

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Aug172016

Good Money Habits for Kids

Personal FinanceBy Kristi SullivanAugust 17, 2016

I’m often surprised by the level of support my retired clients are giving their middle-aged children.  Sometimes it can derail an otherwise good retirement plan. That’s why it’s important to teach good money habits to kids as early as possible. …

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Aug122016
Financial Planner

Kristi’s Quotes: Money Management and Aging Parents

Aging Parents, Personal FinanceBy Kristi SullivanAugust 12, 2016

Do you know when to ask for help when caring for aging parents? In this post in Money, Kristi helps you figure it out!   Denver financial planner Kristi Sullivan recommends hiring a case manager to do the heavy lifting. …

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Aug102016

How Does Your College Savings Account Affect Your Child’s Eligibility for Financial Aid?

College PlanningBy Kristi SullivanAugust 10, 2016

It’s almost back to school time!  To me, that means back to homework time for parents.  And why do we do all of this nagging and whip cracking to our kids about grades?  So they can go to college and…

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Aug52016
Financial Planner

Kristi’s Quotes: Help Make Your Money Last

Kristi's Quotes, Retirement SavingsBy Kristi SullivanAugust 5, 2016

In this AARP article, Kristi offers a key tip when it comes to achieving your retirement goals! “Whether you’re near or in retirement, beware of taking on large expenses that can wreck your budget. This includes….”(click here for more) Contact…

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RSS Personal Finance News from MarketWatch
  • The Moneyist: I lost my job at 55 and started my own successful business. I now constantly get texts from friends and former coworkers asking how I did it. What do I do?
  • The Moneyist: ‘What the hell!’ I’m 28, have no debt, a 401(k), Roth IRA and $45K in cash. Should I save for a house or buy a Tesla Model 3?
  • The Moneyist: ‘Warren Buffett and Harry Potter couldn’t get those two retired early’: When financial advisers can’t make their clients see the light
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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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