Skip to content
Facebook page opens in new windowTwitter page opens in new windowLinkedin page opens in new windowYouTube page opens in new window
303-324-0014Give The Gift of Professional Financial Advice. Purchase a Gift Certificate Here
Login
Sullivan Financial Planning
Putting the Financial Pieces Together
Sullivan Financial Planning
  • 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
Search:
Search
  • 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

Top 3 Reasons to Use a Roth IRA – Part 1 Tax-Free Withdrawals

Retirement SavingsBy Kristi SullivanJune 20, 2014

That’s right, folks.  Albert Einstein thought the tax code was too complex to understand.  Where does that leave us mere mortal non-physicists?   Hopefully, reading the Sullivan Financial Planning blog! When anyone is talking to you about investment ideas, the question…

Read more

How do IRAs Work?

Retirement SavingsBy Kristi SullivanJune 14, 2014

  Welcome back!  Last week the blog was about the basic differences between Traditional IRAs and Roth IRAs.  This week, I’ll get into more detail about how each works. How much can I put in? Traditional IRAs:  You may contribute…

Read more

Welcome to the SFP Blog! We’ll Start With a Fun IRA Tutorial. Really.

Retirement SavingsBy Kristi SullivanJune 6, 2014

Welcome to the Sullivan Financial Planning inaugural blog.  People in the know tell me that blogs should be short, entertaining, and informative.  Easier said than done when talking about personal finance.  At least the entertaining part. As far as informative…

Read more
1
2345678910111213141516171819202122232425262728293031323334353637383940414243444546474849
…5051525354
FREE 15 Minute Phone Consultation
Click here to set an appointment

PhoneWe will discuss your goals and see if there is a fit for working together!
JOIN MY NEWSLETTER!
At Your Service: Financial Planning Calculators
Looking for some additional assistance regarding personal, home, investment or retirement planning?

Try Our Helpful Calculators >>
SFP Blog Categories
  • Aging Parents
  • Ask the Advisor
  • Blog Posts
  • College Planning
  • Families and Finance
  • Financial Education
  • Financial News
  • Fun Stuff
  • In the News
  • Investment Education
  • Kids and Money
  • Kristi's Quotes
  • Personal Finance
  • Retirement Savings
  • Uncategorized
  • What are you leaving behind
RSS Personal Finance News from MarketWatch
  • NerdWallet: 10 theme parks where Halloween is still happening
  • NerdWallet: Why are fewer students seeking financial aid for college?
  • The Moneyist: My brother is in his mid-50s and nearly lost his home twice. Should I give him half of my inheritance to pay off his mortgage?
Get In Touch
  • Address
    783 S Downing St., Denver, CO 80209
  • Phone
    303-324-0014

Find us on:

Facebook page opens in new windowTwitter page opens in new windowLinkedin page opens in new windowMail page opens in new window
Best Financial
Advisors in
Denver
2018
JOIN MY NEWSLETTER!

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

Go to Top
Recession Proof Your Finances

Are you ready for the next recession?

The idea of a recession is scary, but planning and rational action can lessen the worry.  You can't control the stock market, but you can control your money.  This fast, free class gives you 5 actionable tips to get your household finances ready for a recession tomorrow, next month, or next year.

Get The Free Online Class