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Oct252016
Financial Planner

Kristi’s Quotes: The Curmudgeon

Kristi's QuotesBy Kristi SullivanOctober 25, 2016

The Question: Do earnings drive stock prices? We end with a quote that best summarizes our current views on this topic. It’s from Kristi Sullivan, the owner of Sullivan Financial Planning: Click Here

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Oct192016

Ask the Advisor: What you Need to know About Divorce and Money

Ask the Advisor, Personal FinanceBy Kristi SullivanOctober 19, 2016

I recently received a question from someone who wishes to remain anonymous: he and his wife are considering separating and he was wondering about his next step financially – specifically about relocating and what his options are.   Divorce is…

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Oct122016

Your Year End Tax Planning Starts Now!

Personal FinanceBy Kristi SullivanOctober 12, 2016

Think you can wait until December 31st to do tax planning for 2016?  Think again!  Starting your tax to-do’s earlier in the year makes life easier for your CPA, financial advisor, AND you.   Thanks so much to Elizabeth Moore,…

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Oct112016
Financial Planner

Kristi’s Quotes: Is Peer-to-Peer Lending the Future?

Kristi's QuotesBy Kristi SullivanOctober 11, 2016

Thank you, Financial Advisor, for quoting me in this article about peer-to-peer lending! Peer-to-peer lending may serve advisors’ clients on two fronts, experts say. Wealthy clients looking for a high-yield alternative to traditional bonds can invest in funds that pool…

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Oct52016

Fun and Frugal Fashion Ideas from Wardrobe Guru Dana Lynch

Fun StuffBy Kristi SullivanOctober 5, 2016

People often ask, “Kristi, how do I look fabulous while keeping my financial goals on track?”  Okay, that never really happens, but it’s a fun blog topic!  Here are some fashion on a budget tips from my friend and professional…

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Oct42016

How Does the Election Affect Your Portfolio?

Financial Education, Financial News, In the News, Personal FinanceBy Kristi SullivanOctober 4, 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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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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