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Sullivan Financial Planning
Putting the Financial Pieces Together
Sullivan Financial Planning
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  • Welcome
  • About Me
  • Work With Me
    • Online Classes for the Do-It-Yourselfer
    • Financial Planning Consultation
    • In-Depth Financial Planning
    • Hire Kristi to Speak
  • Blog
    • In the Media
  • Get In Touch
  • Financial Calculators
Mar102015

What to Do About Investments if The Fed Raises Interest Rates

Investment Education, Retirement SavingsBy Kristi SullivanMarch 10, 2015

I’m going to spend the next couple of blogs talking about the horrifying (sarcasm) specter of rising interest rates.  This is in hopes that I won’t have to talk about it for the rest of the year.  Yeah, right. If…

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Mar42015

Have I Saved As Much As Everybody Else?

Personal Finance, Retirement SavingsBy Kristi SullivanMarch 4, 2015

There must be some physical component in the human brain that relentlessly drives us to compare our lives to that of our friends, enemies, co-workers, or ex-boyfriends.  We do it with the cars we drive, the age we marry, our…

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Feb252015
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Index Funds vs. Actively Managed Funds Revisited

Investment Education, Personal Finance, Retirement SavingsBy Kristi SullivanFebruary 25, 2015

One of the perils of working in financial planning is that you speak in this weird language that you think others understand, but they don’t.   This is where I rely on my friends to let me know when I am…

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Feb182015

Financial Do’s and Don’ts of Divorce

Personal FinanceBy Kristi SullivanFebruary 18, 2015

First, let me be clear:  I am NOT a Certified Divorce Financial Analyst.  There are such people out there and I highly recommend you visit one before starting divorce proceedings.  This is just a quick list of things I wish…

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Feb112015
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Top 3 Financial Moves to Make While It’s Still Early in the Year

Personal FinanceBy Kristi SullivanFebruary 11, 2015

The retirement plan maximum increased in 2015 to $18,000/year with a $6,000/year catch up contribution for those aged 50 and over.  If you are fortunate enough to be adding the maximum each year to your retirement plan, make sure your…

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Feb42015
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Asset Allocation, or What’s in YOUR portfolio?

Investment Education, Personal Finance, Retirement SavingsBy Kristi SullivanFebruary 4, 2015

Here’s a little secret that most investment salespeople will not tell you: The actual investments you choose aren’t really that important.  Buying Whole Foods or Walmart or Kroger stock is the least important financial decision you will make. What?  How…

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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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