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Apr122018
blockchain, denver financial planner

WTF (What the Finance) is Blockchain?

Financial EducationBy Kristi SullivanApril 12, 2018

Continuing with my new WTF series that started last month with Bitcoin, today’s explanation (attempt!) is about Blockchain.  A lot of people have been using Bitcoin/cryptocurrency/blockchain as interchangeable words, but they are not the same thing.   Cryptocurrency   Cryptocurrency…

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Feb222018
stock market drop, denver financial planner

Ideas to protect yourself from a stock market drop

Financial Education, Investment EducationBy Kristi SullivanFebruary 22, 2018

This 9-year rise in the stock market has been called “the most hated stock rally ever.”  Maybe people are so scarred by the Great Recession that they can’t believe good news will ever happen again in the stock market.  Even…

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Jul192017
NBR

NBR asks Kristi Sullivan about the Dangers of a Large Home Loan

Kristi's QuotesBy Kristi SullivanJuly 19, 2017

When shopping for a home, it can be exciting to hear how much a bank is willing to lend you. But homeowners, especially first-time homebuyers, need to be cautious about maxing out that loan. NBR asked several financial planners their…

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Jul192017
tax-deferred

Do you REALLY know the difference between tax-free and tax-deferred?

Financial Education, Retirement SavingsBy Kristi SullivanJuly 19, 2017

What’s the difference?   Often people need help deciding whether to save for retirement in a Traditional or Roth-type of account; another way to put that is do you want tax-free or tax-deferred?  This question can come up when you…

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Jun272017
investing pros

Want to Dump that Loser? Here are some tips from investing pros

Kristi's QuotesBy Kristi SullivanJune 27, 2017

Hang on!   Tempted to buy more of your winners and dump your losing investments?  Read tips from investing pros (including me!) on how to avoid that mistake. Tips from Investing Pros   The editorial team at ETF Reference surveyed…

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Jun212017
financial check-up

Mid-Year Financial Check-Up: 4 things you should think about now

College Planning, Financial Education, Personal Finance, Retirement SavingsBy Kristi SullivanJune 21, 2017

It’s July already????   Yikes, 2017 has gone by quickly!  Time to do a financial check-up on those New Year’s Resolutions to see how you are doing.  I don’t know what your resolutions were, so here are a few common…

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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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