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Apr12020

Are You Being CARES For?

Financial Education, Financial News, Personal FinanceBy Kristi SullivanApril 1, 2020

After the usual partisan haggling, Washington has presented citizens with the Coronavirus Aid, Relief, and Economic Security Act, cleverly known as CARES.*  What does it mean for you?  Here, as usual, are the very broad strokes of the Act that…

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Mar252020

You Have Finances, Why Not a Financial Planner?

Financial Education, Personal FinanceBy Kristi SullivanMarch 25, 2020

If this pandemic has taught us anything it is that everyone has questions, problems, goals, victories, losses, fears, gains, excitement, despair, greed, generosity, and insecurity about money.  You don’t have to be poor to worry about money or rich to…

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Mar182020

What is Kristi Doing During This Downturn?

Financial NewsBy Kristi SullivanMarch 18, 2020

In case you are wondering what goes through the mind of financial advisers during brutal stock market downturns, here is a peek behind the curtain. Obviously, just me, I can’t speak for all my adviser friends.   Feeling #1: Discouraged.…

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Mar122020
Kristi Sullivan | Denver Fee Only Financial Planner | Sullivan Financial Planning

I’m Not Worried About the Stock Market. I Am Worried About You.

Investment Education, Personal Finance, UncategorizedBy Kristi SullivanMarch 12, 2020

Over the past 15 months, I have been in a LOT of family therapy. And the one thing I have learned is that when a person is feeling strong emotions (fear, anger, insecurity), the rational part of their brain (the…

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Mar112020

What does it mean when you lose money in the stock market?

Financial Education, Investment Education, Personal FinanceBy Kristi SullivanMarch 11, 2020

So, you’ve seen all the newsletters advising you not to panic and sell as the stock market loses 20% in a week. You may even hear investment folks encouraging you to buy stocks if you have any cash. But, as…

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Mar92020

Economic Crystal Ball: What I Think of Economic Forecasts

Financial Education, Financial News, Personal FinanceBy Kristi SullivanMarch 9, 2020

The first quarter rite of passage for financial advisers seems to be attending economic forecasts.  Yes, it is absolutely as fun as it sounds.  Zzzzzz.   I try to avoid these meetings because market forecasts are almost never right and…

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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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