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Kristi's Quotes

Kristi’s Quotes: How much rent can you afford?

Financial Education, Kristi's QuotesBy Kristi Sullivan

When Credit.com asked Kristi her advice on how to determine how much rent someone can afford, she offered this advice: Consider your expenses. If you’re like many Americans, you have debt. This is especially prevalent among young college grads. That…

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Roth IRA

Roth IRA vs. Traditional – Which Is Right For You?

Financial Education, Investment Education, Retirement SavingsBy Kristi Sullivan

Have you saved for 2016?   April 15th looms and for those of you who haven’t saved for 2016, time is running out.  As if that pressure isn’t enough, you have to decide what kind of retirement account to use.…

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small business owner

Retirement Plans for the Small Business Owner

Financial Education, Retirement SavingsBy Kristi Sullivan

Want to sell your business for $1billion?   At the heart of the small business owner is the hope that someone will come along and buy his business for exactly the right amount of money to retire to the Caribbean. …

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Kristi's Quotes

Kristi’s Quotes: When do you need a financial planner?

Financial Education, Kristi's QuotesBy Kristi Sullivan

Kristi helps the Financial Planning Association figure out when it’s the right time to hire a professional financial planner. 15 Signs You Need a Financial Planner   You wouldn’t depart for an important trip without a clear idea of how…

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reverse mortgage

Reverse Mortgage – Not a Dirty Phrase Anymore

Financial Education, Personal Finance, Retirement SavingsBy Kristi Sullivan

The Reverse Mortgage   Chances are high that when I mention the idea of a reverse mortgage to clients, I’ll be met with a very sour expression.  I think this is because of the impression that these instruments are expensive…

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Kristi's Quotes

Kristi’s Quotes: Financial Decoding with U.S. News & World Report

Financial Education, Kristi's QuotesBy Kristi Sullivan

Do you find it hard to understand financial experts? I don’t blame you! That’s why I helped U.S. News and World Report decode the terms you might hear. Say what?   “Meeting with a financial professional can be key to…

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Fee-only, advice-only financial planning for individuals and families in the Denver metro area. Kristi Sullivan, CFP®, is a registered investment adviser in the state of Colorado.

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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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