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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

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…

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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…

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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…

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