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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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Jun202017
pay off

Debt-free would be nice. But SHOULD you pay off your mortgage?

Financial Education, Kristi's QuotesBy Kristi SullivanJune 20, 2017

The payoff?   Wondering if you should pay off your mortgage early or stick with those monthly payments? You’re not alone. In this article from dynamicnsurance.com, I’m asked whether getting rid of your mortgage is actually a good idea. I…

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Jun82017
sports

What are the Odds? A look at sports scholarships.

College Planning, Families and FinanceBy Kristi SullivanJune 8, 2017

Are you game?   I admit it. Often when we go to my kids’ sports games I bring along a guy who yells at my kids from the sidelines.  He is their father, so I don’t have much choice.  Occasionally,…

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Apr262017
tax refund

Your Tax Refund: What you can do with that extra cash

Financial EducationBy Kristi SullivanApril 26, 2017

Got your tax refund? Let’s go crazy!   Shoot. You know me better than that. The average US tax refund was $2,800 in 2016.  What to do with that mad money?   Here are some ideas, in order, from your…

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Apr252017
Kristi's Quotes

Cost of Living: How much should you be spending on rent?

Financial Education, Kristi's QuotesBy Kristi SullivanApril 25, 2017

If you’re paying more than 28% of your salary on rent…   …you’re paying too much. In this article from Credit.com, I detail how your monthly expenses should be allotted.   Let’s take a look   If you’re like many…

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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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