Skip to content
Facebook page opens in new windowTwitter page opens in new windowLinkedin page opens in new windowYouTube page opens in new window
303-324-0014Give The Gift of Professional Financial Advice. Purchase a Gift Certificate Here
Login
Sullivan Financial Planning
Putting the Financial Pieces Together
Sullivan Financial Planning
  • Welcome
  • About Me
  • Work With Me
    • Online Classes for the Do-It-Yourselfer
    • Financial Planning Consultation
    • In-Depth Financial Planning
    • Hire Kristi to Speak
  • Blog
    • In the Media
  • Get In Touch
  • Financial Calculators
Search:
Search
  • Welcome
  • About Me
  • Work With Me
    • Online Classes for the Do-It-Yourselfer
    • Financial Planning Consultation
    • In-Depth Financial Planning
    • Hire Kristi to Speak
  • Blog
    • In the Media
  • Get In Touch
  • Financial Calculators
Jun82020

Resilience in the Face of Uncertainty

Financial Education, Personal FinanceBy Kristi SullivanJune 8, 2020

We’ve all heard the phrase “hindsight is 2020.”  There are tons of memes floating around alluding to getting the year 2020 in our rearview mirror, and I have to agree.   One thing you may be feeling lately is fragile. …

Read more
Jun32020

The Three R’s of 2020

Personal FinanceBy Kristi SullivanJune 3, 2020

So, how’s your 2020 been?  As I write this blog, I’m getting used to yet another blow to personal freedom, the 9pm curfew. Even my parents didn’t have me home that early in my not-so-rebellious teenage years.   It is…

Read more
May272020

Roth Conversion of After-Tax 401(k) Money

Financial EducationBy Kristi SullivanMay 27, 2020

If you ever thought your friendly neighborhood financial advisor knows it all, think again!  I learn new things from clients all the time.  This little nugget came to my attention a few weeks ago.  It will apply to very few…

Read more
May212020

Top 3 Favorite Pandemic Food Discoveries

Fun StuffBy Kristi SullivanMay 21, 2020

Nope, I have not become a gourmet cook while under stay-at-home orders.  In fact, somehow, I’m finding even harder to find the time to cook these days.  Blame Tiger King.   However, I did go out and do the requisite…

Read more
May202020

Top 3 Favorite Pandemic Food Discoveries

Fun StuffBy Kristi SullivanMay 20, 2020

Nope, I have not become a gourmet cook while under stay-at-home orders.  In fact, somehow, I’m finding it even harder to find the time to cook these days.  Blame Tiger King.   However, I did go out and do the…

Read more
May112020

Top 3 Unexpected Expenses in Retirement

Personal Finance, Retirement SavingsBy Kristi SullivanMay 11, 2020

Clients sometimes ask me what they are not thinking about when it comes to retirement planning.  Mostly, they’ve thought about a lot, but there are a few things that can surprise you.   Unreimbursed medical expenses. Yes, retirees dread health…

Read more
1
234
…56789…
1011121314151617181920212223242526272829303132333435363738394041424344454647484950515253545556
57
FREE 15 Minute Phone Consultation
Click here to set an appointment

PhoneWe will discuss your goals and see if there is a fit for working together!
JOIN MY NEWSLETTER!
At Your Service: Financial Planning Calculators
Looking for some additional assistance regarding personal, home, investment or retirement planning?

Try Our Helpful Calculators >>
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
  • The Moneyist: I lost my job at 55 and started my own successful business. I now constantly get texts from friends and former coworkers asking how I did it. What do I do?
  • The Moneyist: ‘What the hell!’ I’m 28, have no debt, a 401(k), Roth IRA and $45K in cash. Should I save for a house or buy a Tesla Model 3?
  • The Moneyist: ‘Warren Buffett and Harry Potter couldn’t get those two retired early’: When financial advisers can’t make their clients see the light
Get In Touch
  • Address
    783 S Downing St., Denver, CO 80209
  • Phone
    303-324-0014

Find us on:

Facebook page opens in new windowTwitter page opens in new windowLinkedin page opens in new windowMail page opens in new window
Best Financial Advisors in Denver
JOIN MY NEWSLETTER!

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

Go to Top
Give The Gift of Professional Financial Advice

Have you ever seen someone struggling with their finances and wanted to help?

Do you feel as a parent or partner your financial advice is ignored because it just sounds like another lecture?

Are you looking for a unique gift that is practical and can have long-lasting benefits?

Look no further.
Providing an hour with a Certified Financial Planner ™ is a meaningful gift that can benefit many people in your life!

Purchase a Gift Certificate