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Jul82024

Part 2 – Explaining the Difficulty of Using Probability of Success to Apply to Your Spending

Financial Education, Retirement SavingsBy Kristi SullivanJuly 8, 2024

Waaayyyy back in the day, when I worked for a large discount brokerage that shall remain unnamed, but was headquartered in Boston, and still shall remain unnamed, management introduced a groundbreaking new software called the Retirement Income Planner. The irony…

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Jul12024

Monte Carlo Simulations Explained – and Debunked (?)

Financial Education, Investment EducationBy Kristi SullivanJuly 1, 2024

Have you ever wondered why your financial advisor describes your retirement readiness in terms of a known gambling mecca?  Is he or she so uncertain of their advice, that they are actually saying it’s all just a crap shoot? It…

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Jun242024

Why is Finding a Job so Hard?

Financial NewsBy Kristi SullivanJune 24, 2024

It feels like a tale of two economies out there.  On the one hand, headlines talk of lower unemployment claims and plenty of job openings.  On the other hand, clients from experienced professionals to my teenaged kids are sending out…

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Jun172024

Wise Words from the Oracle

Financial Education, Investment EducationBy Kristi SullivanJune 17, 2024

The Oracle is not me. It’s always good to hear wise words from someone who has been there and done that.  When world news seems ever more dire, you may be wondering how to handle your investments in the face…

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Jun102024

What is Long Term Investing, anyway?

Investment Education, Personal FinanceBy Kristi SullivanJune 10, 2024

A huge red flag when I’m talking to potential new clients is when they are upset at their current advisor about their returns.  Especially when I hear things like, “I’ve been with this guy 2 whole years and haven’t made…

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Jun32024

Anchors Aweigh

Investment EducationBy Kristi SullivanJune 3, 2024

This month, I am going to rudely interrupt your sunny summer activities with a reminder that financial storms can always happen.  However, to build emotional resilience against investment losses, it’s good to exercise your “I can ignore it and not…

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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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