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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
Aug242020

How to Make Virtual Back-to-School Special

Fun StuffBy Kristi SullivanAugust 24, 2020

It’s an interesting time to be a parent.  The Groundhog Day of online school bleeding into summer vacation bleeding into online school again leaves little to be excited about.  Do we even shop for school supplies this year?  New shoes…

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Aug172020

5 Free Exercise Apps

Fun StuffBy Kristi SullivanAugust 17, 2020

Getting tired of the same neighborhood walking route?  Looking to freshen up your workout without breaking the bank?  Here, recommended by friends, are 5 exercise programs ideas that are inexpensive and Dr. Brix approved*.   Yoga with Adriene on YouTube…

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Aug102020

Using Annuities in Retirement

Financial Education, Investment Education, Retirement SavingsBy Kristi SullivanAugust 10, 2020

Annuities are a big business.  In 2019 $57.8billion in annuities were sold according to the Insured Retirement Institute.   What’s the appeal?   First, let’s remember that there are many kinds of annuities: Fixed, variable, immediate, and deferred are the…

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Aug32020

Back to School Shopping, Then and Now

Fun Stuff, Personal FinanceBy Kristi SullivanAugust 3, 2020

I recently heard a comedian say that the idea of summer vacation spoils our thinking forever.  It’s true – as an adult, you are always disappointed in the idea you have to work during summer, even though it was such…

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Jul272020

Paying for College? Your Government Wants to Help! A little.

College PlanningBy Kristi SullivanJuly 27, 2020

It’s August, and thoughts often turn to back-to-school.  Whatever that looks like.  For those of us with students at home (and at home, and at home, and at home) or in college (also, possibly at home, darn it), paying tuition…

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Jul202020

What Is Your Risk Tolerance – Really?

Financial Education, Investment EducationBy Kristi SullivanJuly 20, 2020

The financial services industry has for years been collectively handwringing about how to measure clients’ real feelings about stock market volatility.  The problem starts with the language we use.  It continues with the overconfidence of people when markets are good.…

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RSS Personal Finance News from MarketWatch
  • Personal Finance Daily: Biden’s $170 billion stimulus plan for schools leaves one key question unanswered and two ways his proposed stimulus checks are different from the first two rounds
  • The Moneyist: My wife has a degenerative neurological disease. My father-in-law wants to put her in a facility — and take over our finances
  • The Moneyist: ‘They get free money’: People will receive more stimulus payments and unemployment insurance. Why is there no accountability?
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