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Jan252017
gym membership

How’s That New Gym Membership Working Out?

Financial Education, Fun Stuff, Personal FinanceBy Kristi SullivanJanuary 25, 2017

According to a survey of 5,000 people by GoBankingRates in 2016 the top five New Year’s Resolutions were:   Enjoy Life to the Fullest Live a Healthier Lifestyle Lose Weight Spend more time with family and friends Spend less, save…

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Jan242017
Financial Planner

Kristi’s Quotes: The Chicago Tribune Asks Kristi about Retirement!

Kristi's Quotes, Retirement SavingsBy Kristi SullivanJanuary 24, 2017

Working for yourself means giving up certain benefits, like a workplace retirement plan. But when it comes to saving for old age, you still have plenty of choices.   Which retirement account you choose depends on how much you earn…

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Jan182017
Social Security

Social Security and Numbers to Know in 2017

Financial News, Personal Finance, Retirement SavingsBy Kristi SullivanJanuary 18, 2017

Sorry, this is not like a fortune cookie where I reveal your lucky numbers (“Confucius says buy stocks on days 14, 28, 200, and 360 of the year.”).  Rather, here is a quick update on new retirement savings limits and…

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Jan172017
Financial Planner

Kristi’s Quotes: 15 Signs You Need a Financial Planner

Financial Education, Kristi's Quotes, Personal FinanceBy Kristi SullivanJanuary 17, 2017

Financial planning is the process by which a person or family works with a financial professional to set goals, financial and otherwise, and to develop a plan for meeting them. A Certified Financial Planner™ (CFP®) is trained to develop a…

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Jan122017
will

Kristi’s Quotes: Think You’re in the Will? Think Again.

Aging Parents, Kristi's QuotesBy Kristi SullivanJanuary 12, 2017

Faced with longer life expectancies, a savings shortfall and skyrocketing medical bills, retirees are increasingly reluctant to transfer assets to their children during their lifetime—lest they need that money to make ends meet. Where excess assets exist when they die,…

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Jan112017
tax season

Tax Season: To Report or Not to Report?

Financial EducationBy Kristi SullivanJanuary 11, 2017

This one goes out to all you small business owners out there.  We are gearing up for tax season and your CPA is likely giving you the following advice:   Report as little income to yourself as possible to avoid…

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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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