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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
Oct62015

Interesting Idea for Emergency Fund Savings

Financial Education, Personal FinanceBy Kristi SullivanOctober 6, 2015

I went to the Financial Planning Association’s annual Symposium in September. This is a great opportunity for financial planners to get new information and catch up with old friends. As usual, it was a great event and I learned lots…

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Sep292015

Charitable Giving Exceeds Pre-Recession Levels

Financial Education, Financial News, Fun StuffBy Kristi SullivanSeptember 29, 2015

Now, this is the kind of news I like to see.  Charitable giving from all sources was $358 billion in 2014, the highest amount since its 2007 peak.  Fifty four percent of the year over year growth from 2013 was…

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Sep222015

Fall is a Great Time to Offer Employee Financial Education

Financial EducationBy Kristi SullivanSeptember 22, 2015

Did you know that financial planners have seasons?  It’s true!  Summer is very slow in my business because people are in a vacation mind-set.  That school calendar is forever embedded in our brains. When fall rolls around, folks are ready…

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Sep152015

Your Plan for College Funding Is Probably Not Happening

College Planning, Financial EducationBy Kristi SullivanSeptember 15, 2015

That’s right, I said YOUR plan, because I already know my kids aren’t getting any athletic or academic scholarships. At a Financial Planning Association meeting I picked up this flyer from the nice folks at College Invest.  In the flyer…

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Sep82015

Getting Good Financial Advice Regarding Your Divorce

Financial Education, Personal FinanceBy Kristi SullivanSeptember 8, 2015

If you are going through or contemplating a divorce, first of all, I’m sorry.  That is a terrible time for all involved.  Other than custody of minor children, the biggest sticking point is how to divide assets. There are financial…

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Sep12015

Wild is a Mild Word to Describe the Stock Market Lately

Financial Education, Financial News, Investment EducationBy Kristi SullivanSeptember 1, 2015

I don’t like to feed into the media hysteria when it comes to stock market drops.  As I say repeatedly to clients, friends, in this blog, and to my cat, stock market recessions are a normal part of the economy.…

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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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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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