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Jul22019
SECURE Act

What does SECURE-ity Mean to You?

Financial Education, Retirement SavingsBy Kristi SullivanJuly 2, 2019

Another year, another attempt to fix our retirement laws.  As I write this, the SECURE Act (Setting Every Community Up for Retirement Enhancement) is working its way through the Senate with bi-partisan support. By the time you see this blog…

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Jun272019

What should you do when your grown kid can’t handle their finances?

Families and Finance, Kids and Money, Kristi's QuotesBy Kristi SullivanJune 27, 2019

Check out Kristi’s advice in this Nerdwallet article!   What should you do when your grown kid can’t handle their finances? “Parents want to help their kids — it’s what we do. When those kids are adults, though, our help…

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Jun262019

Setting financial boundaries for grown children

Families and Finance, Kids and MoneyBy Kristi SullivanJune 26, 2019

Often reporters will ask members of the Financial Planning Association for a quote on risks retirees face.  Sure, inflation, medical expenses, lower than expected returns are old favorites, but my answer is typically this:  The biggest risk to some retirees…

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Jun122019
too much cash

How much is too much cash?

Financial EducationBy Kristi SullivanJune 12, 2019

Yep, it’s true.  Despite media reports, there is a large swath of the US population that actually lives BELOW their means.  And those people just slowly grow a cash cushion until they wake up and realize that maybe they have…

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Jun102019
second home

A Second Home – to Buy or Not to Buy?

Personal FinanceBy Kristi SullivanJune 10, 2019

For about the first 10 years of our marriage, every time my husband and I traveled somewhere for vacation, we would immediately start talking about how we could buy a house in the wonderous place we discovered.  Whether in Lake…

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Jun52019
summer fun for seniors

Summer Fun for Seniors

Fun StuffBy Kristi SullivanJune 5, 2019

Around this time every year, I usually list some fun summer activities for families with kids.  Why should kids have all the fun?  Here are some fun ideas you older-and-wiser friends to brighten your summer!   Take a water aerobics…

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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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