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Nov192019
holiday gift guide

Sullivan Financial Planning Holiday Gift Guide

Fun StuffBy Kristi SullivanNovember 19, 2019

Yep, it’s the time of year where we spend time, money, and energy to express love to those around us.  Is it because Jesus says we need to do this or just the need to make ourselves nuts?  Yours to…

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Nov132019

Mind the Gap – Negotiate Your Salary Well

Financial Education, Personal FinanceBy Kristi SullivanNovember 13, 2019

The gender pay gap.  Ugh, will we never stop talking about it?  Hopefully the answer is NO until the gap no longer exists.   In 2019, women made $.79 for every $1.00 made by a man (a 21% gap).  Oh,…

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Nov42019

We are All Drinking Wastewater – Cheers!

Financial Education, Investment EducationBy Kristi SullivanNovember 4, 2019

This is the last in my blog series spotlighting stuff I learned at the Investment News Women’s Advisor Summit.  That’s right, I bullet point the interesting stuff so you don’t have to attend all-day conferences.  You are welcome.   Our…

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Oct282019

The Preppers Were Right – The Zombies Are Here!

Financial Education, Investment EducationBy Kristi SullivanOctober 28, 2019

We are continuing on this month’s theme on stuff I learned at the Investment News Women’s Advisor Summit.  Maybe these sound like, “well, duh!” to you.  Or you may be thinking that as a personal finance professional I should know…

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Oct212019

The Gini Index – Not a measure of how many Jennifers you know

Financial EducationBy Kristi SullivanOctober 21, 2019

Continuing from last week, here is another thing I learned at the Investment News Women’s Advisor Summit:  The Gini Index of Inequality.   Think all this talk about income inequality is new?  Not so!  Corrado Gini created a measure of…

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Oct142019

Why Can’t We Be Friends? Why I Love Being Facebook Friends with my Clients

Fun StuffBy Kristi SullivanOctober 14, 2019

    Recently I attended the Investment News Women’s Advisory Summit.  It was a great chance to see old friends, meet new ones, and learn about what’s happening in my business.   You’ve all been to work conferences where there…

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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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