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Sep302024

Halloween Hilarity on a Budget

Fun StuffBy Kristi SullivanSeptember 30, 2024

No need to break the bank or dress like a healthcare worker with loose morals this Halloween!  Here are a few budget friendly ideas that can be put together at the last minute that will have your fellow party goers…

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Sep232024

Penny for Your Thoughts? Why Couples Should Talk Cents and Sensibility

Families and FinanceBy Kristi SullivanSeptember 23, 2024

A truism about social norms in America is that people would much rather talk about their uterine fibroids with perfect strangers than discuss money with those closest to them.  Here are three quick tips and three pitfalls to avoid when…

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Sep162024

The Sneaky Mistake That May Cost You Thousands

Financial Education, Investment Education, Personal FinanceBy Kristi SullivanSeptember 16, 2024

What is a secret blunder lurking in many people’s investment accounts?  Uninvested cash left sitting for months, years, even decades. How does this happen?  A simple misunderstanding upon transferring or adding new money to brokerage accounts.  Here is how money…

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Sep92024

New $1,000 401(k) Emergency Rule – Is This Even a Good Idea?

Retirement SavingsBy Kristi SullivanSeptember 9, 2024

Great news!  The IRS has clarified a part of the Secure 2.0 Act (only took two years) and now employees can more easily than ever raid their 401(k) plans. That’s right, once per year, you can take out money from…

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Sep22024

Don’t Be That Person – The One Who Sells During Down Markets

Investment EducationBy Kristi SullivanSeptember 2, 2024

Yep, it’s time again to remind dear readers that the stock market isn’t a living thing that hates you.  It’s a place where people exchange shares of companies based on a price buyers and sellers think is fair at the…

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Aug262024

What to do When You Have Too Much Green

Fun StuffBy Kristi SullivanAugust 26, 2024

What, too much cash?  Never.  Agreed!  The green I’m speaking of that you may have too much of is that summer bumper crop of zucchini. Here are three ideas for using that stunning summer squash. Zucchini Noodles (Zoodles) I tried…

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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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