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Dec102019

Ho, ho, ho! A retirement holiday gift from the IRS!

Financial EducationBy Kristi SullivanDecember 10, 2019

Attention retirement savers!  For the second year in a row, the employee contribution limit to 401(k)s, 403(b)s, and 457 plans has been raised.  In 2020 you will be able to put $19,500 into your retirement plan.  The amount the employer…

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Dec22019

8-Ingredient Meal for Busy Holiday Evenings

Personal FinanceBy Kristi SullivanDecember 2, 2019

What, a home cooked meal that’s easy and cheap and can save your sanity during the crazy holiday season?  That’s right, your trusty financial planner to the rescue.  Vegans need not read further.   Main dish: (courtesy of Catherine Tidd…

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Nov192019
home modification tax credit

Home Modification Tax Credit

Personal FinanceBy Kristi SullivanNovember 19, 2019

An important part of financial planning is anticipating how you will adapt to the impact of aging or disability. In 2008 the CDC estimated that 13.7% of all adults live with a mobility disability, defined as a serious difficulty walking…

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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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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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