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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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Feb262020

SECURE Act Follow Up – Focus on Inherited IRAs

Financial Education, Financial News, Retirement SavingsBy Kristi SullivanFebruary 26, 2020

An alert reader asked me to elaborate a bit on the SECURE Act in relation to the effect on inheriting IRAs.  This has received a lot of press, so I guess a lot of people are worried about it.  Is…

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Feb242020

3 Ways to Save on Spring Break

Families and Finance, Fun StuffBy Kristi SullivanFebruary 24, 2020

We are in the depths of despair.  Okay, maybe not despair, but the depths of the winter blahs at the very least.  You may be fantasizing about an escape to warmer climes soon.  Fear not, the opportunity is coming.  For…

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Feb172020

The Robots are Coming!

Financial EducationBy Kristi SullivanFebruary 17, 2020

Well, in reality, they are here.  RoboAdvisors, that is.  Over the last few years, people in my industry have made a big deal about selling the services of their RoboAdvisors or hand-wringing that RoboAdvisors are the death knell of human…

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Feb102020

If I Could Write Valentine’s Day Cards

Families and Finance, Fun StuffBy Kristi SullivanFebruary 10, 2020

As a financial adviser, it’s a balance between convincing you to save for the future and not being such a total nag that you don’t enjoy your life.  That said, the estimated $20 billion expected to be spent on Valentine’s…

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Feb42020

Investments and War

Personal FinanceBy Kristi SullivanFebruary 4, 2020

And just like that it seems we go from embarrassing, misspelled, grammatically incorrect tweets which just irritate both allies and haters to real missiles being launched at our enemies and friends.  Among other worries, you might wonder how the U.S.…

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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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