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Dec252016
Financial Planner

Kristi’s Quotes: Will a New Year’s Resolution Help Your Retirement?

Kristi's QuotesBy Kristi SullivanDecember 25, 2016

Striving to improve our lives is part of being human. We all have things, personal and professional, we want to accomplish, goals we want to achieve, things we want to change about ourselves. That’s why we have the New Year’s…

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Dec212016

Are you a last minute shopper or a planner?

Fun StuffBy Kristi SullivanDecember 21, 2016

Let’s face it there are just some traits you are born with.  For example, you are either a runner or not a runner.   I fall firmly in the not runner camp.  You are a dog/cat/reptile/no-pet person.  You are a saver…

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Dec202016
Financial Planner

Kristi’s Quotes: CNBC.com Asks Kristi about Retirement Planning

Kristi's QuotesBy Kristi SullivanDecember 20, 2016

CNBC.com says: When people reach their 50s, a common realization is how close retirement is getting — and how far they are from having enough money to enjoy life after work. While they know more of their money should end…

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Dec132016
Financial Planner

Kristi’s Quotes: Wine as an Investment?

Kristi's QuotesBy Kristi SullivanDecember 13, 2016

Kristi Sullivan, owner of Sullivan Financial Planning, hasn’t had any clients asking her about wine investing yet, but she would likely steer them in a different direction. “I think of wine collecting as more of a hobby than an investment,” she…

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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…

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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…

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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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