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Nov92016

What About the Post-Election Stock Market?

Financial NewsBy Kristi SullivanNovember 9, 2016

Well it’s over, and whether you are deliriously happy or in the depths of despair, you may be concerned about how your investments will react post-election.   As I have been saying all along, elections happen often, our president is…

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Nov92016

Should You Talk Money Over The Turkey?

Families and FinanceBy Kristi SullivanNovember 9, 2016

“Thanksgiving is an emotional time.  People travel thousands of miles to be with people they see only once a year.  And then discover once a year is way too often.”  ~ Johnny Carson   Does this sound familiar?  What if…

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Nov82016
Financial Planner

Kristi’s Quotes: Is Kristi Expanding Her Business?

Kristi's QuotesBy Kristi SullivanNovember 8, 2016

It took almost two years for Gretchen Stangier, president of Stangier Wealth Management in Portland, Oregon, to find the right hire. But, she says, the effort has paid off in flexibility, the option of taking on clients with lower minimums,…

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Nov22016

Election Day is Coming! Are You Panicking About the Stock Market?

Financial News, In the NewsBy Kristi SullivanNovember 2, 2016

Well, another Election Day is coming up and I am thrilled.  Why?  Is it because I am SO excited about the two potential candidates that I can’t wait to cast my vote?  Not exactly.   The benefit of Election Day…

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Nov12016
Financial Planner

Kristi’s Quotes: Is There a Reason for the Ups & Downs of the Stock Market?

Kristi's QuotesBy Kristi SullivanNovember 1, 2016

The markets may continue to climb for a while before they reverse direction, but a retraction from their current highs is inevitable. Novice investors who are chasing returns may get caught in the wake of the correction when it happens.…

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Oct262016

What Happens When You Become a Ghoul Yourself?

Personal FinanceBy Kristi SullivanOctober 26, 2016

This time of year we celebrate our dearly departed by dressing up like gorillas and gorging on our kids’ hard won Halloween candy.  But what happens when you actually pass on to the other side?  Have you given thought to…

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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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