Skip to content
Download Our Free Financial eBooks
  • About
  • Services
  • Blog
    • In the Media
  • Get In Touch
  • About
  • Services
  • Blog
    • In the Media
  • Get In Touch
Schedule A Consultation
Dec72016

Fun Ways to Keep the Holidays on Budget

Financial EducationBy Kristi SullivanDecember 7, 2016

There’s only so much lecturing I can do about budgeting so you can save for longer term goals.  So, I brought in someone else to do the lecturing for me!  Carol Craigie, CFP ®, is the Managing Partner of Fiscal…

Read more
Dec62016
Financial Planner

Kristi’s Quotes: How to care for two parents at once without going broke

Kristi's QuotesBy Kristi SullivanDecember 6, 2016

Being that it’s the New Year and everyone is talking about their goals and desires, it’s the perfect time to have the talk. Don’t let the opportunity slip by to discuss your parents’ expectations, should illness arrive. Find out if…

Read more
Nov302016

Selling Your Ho-Ho-Home During the Holidays – Gift or Coal in the Stocking?

Financial EducationBy Kristi SullivanNovember 30, 2016

What if instead of heading home for the holidays, you need to sell your home for the holidays? For this week’s edition, I went to real estate expert Renee Cohen of Coldwell Banker to find out if selling a house…

Read more
Nov292016
Financial Planner

Kristi’s Quotes: Job Changes and 401(k)s

Kristi's QuotesBy Kristi SullivanNovember 29, 2016

During the excitement that comes with taking a new job, make sure you don’t forget about the retirement money you socked away in your former employer’s 401(k) plan. “People in their working years tend to switch jobs a lot and…

Read more
Nov292016
Financial Planner

Kristi’s Quotes: Holiday Advice on Forbes.com!

Kristi's QuotesBy Kristi SullivanNovember 29, 2016

Kristi Sullivan says all you need to know about common holiday family dynamics is in the movie National Lampoon’s Christmas Vacation.  “It has all of the elements: The pressure of putting on the perfect family holiday; feeling like you’ve overspent on gifts,…

Read more
Nov232016

Ask the Advisor – Should I refinance my mortgage to pay my holiday bills?

Ask the AdvisorBy Kristi SullivanNovember 23, 2016

Ah, the holidays.  A time when you want to spend more money than usual, but your bills and paycheck stay the same.  According to the ubiquitous ads on the radio, you should be refinancing your mortgage and all of your…

Read more
←1
23456789101112131415161718192021222324252627282930313233343536373839404142434445464748495051525354555657585960616263
…6465666768…
69707172737475767778798081828384858687888990
91→
JOIN MY NEWSLETTER!

SFP Blog Categories
  • Aging Parents
  • Ask the Advisor
  • Blog Posts
  • College Planning
  • Families and Finance
  • Financial Education
  • Financial News
  • Fun Stuff
  • In the News
  • Investment Education
  • Kids and Money
  • Kristi's Quotes
  • Personal Finance
  • Retirement Savings
  • Uncategorized
  • What are you leaving behind
RSS Personal Finance News from MarketWatch

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.

Facebook-f Twitter Linkedin
Best Financial Advisors in Denver

Quick Links

  • Contact
  • Fee Only Financial Planning
  • Frequently Asked Questions
  • Free Financial eBooks
  • Schedule A Consultation
  • Financial Planning Calculators

Current Clients

E-mail Kristi to request an appointment

Learn a little, laugh a lot. Subscribe Here

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

© 2024 Sullivan Financial Planning

Website designed by Be Digital Marketing Co. 

Go to Top

Download Your Retirement Checklist and Timeline!

Stay organized and prepared for retirement with my comprehensive checklist and timeline. Enter your name and email below to get instant access.

Skip to content
Open toolbar Accessibility Tools

Accessibility Tools

  • Increase TextIncrease Text
  • Decrease TextDecrease Text
  • GrayscaleGrayscale
  • High ContrastHigh Contrast
  • Negative ContrastNegative Contrast
  • Light BackgroundLight Background
  • Links UnderlineLinks Underline
  • Readable FontReadable Font
  • Reset Reset