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Dec162024

5 Host and Hostess Gift Ideas They Will Love and so Will Your Credit Card

Fun StuffBy Kristi SullivanDecember 16, 2024

You don’t want to show up empty-handed, but is there something more original to bring your host than a bottle of booze?  Read on for some host(ess) gifts that won’t break the bank.   1.  Gourmet Olive Oil or Balsamic…

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Dec92024

WTF (What the Finance) is a Donor Advised Fund?

Financial EducationBy Kristi SullivanDecember 9, 2024

‘Tis the season to be scrambling around at the last minute to make your charitable donations.  In 2024, you may have benefited from a big increase in your investments and would like to use appreciated stocks or mutual fund shares…

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Dec22024

Cookie Exchange Recipe

Fun StuffBy Kristi SullivanDecember 2, 2024

Ah, cookie exchanges.  Do people still do these?  I know I’m invited to at least one per year and, not being an adventurous baker (plus being totally overwhelmed year-end with, just, stuff), I always struggle with what to bring. If…

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Nov252024

Craziest Thanksgiving Parade Balloons Ever

Fun StuffBy Kristi SullivanNovember 25, 2024

Happy Thanksgiving!  Suppose you are reading this blog on the day it goes out. In that case, you must be hiding from family members asking when you are going to get married, have a baby, get a new job, finish…

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Nov182024

Jump Start 2025 with Tips from Sarah Nemecek

Financial EducationBy Kristi SullivanNovember 18, 2024

If you own a business or are in the business of actively managing your career, now is the time to get going on planning for a successful 2025.  To help you focus, I’ve brought in CPA-turned-business-coach Sarah Nemecek for tips…

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Nov112024

WTF (What the Finance) is a HELOC?

Financial EducationBy Kristi SullivanNovember 11, 2024

Anyone who has met with me and is contemplating a remodel knows that I loooove a Home Equity Line of Credit (aka HELOC).  I think every homeowner should have one in place.  If you don’t, maybe this is a New…

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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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