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Apr62015
Retirement Planning

Should I Stay or Should I Go?

Fun Stuff, Retirement SavingsBy Kristi SullivanApril 6, 2015

Many people envision retiring to a beachy paradise.  And, it’s true, warm states like Florida, Arizona, and North Carolina are seeing an influx of new faces, many of them retired.  However, according to US census bureau data, only about 4%…

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Mar252015

The Uselessness of Market Predictions

Personal FinanceBy Kristi SullivanMarch 25, 2015

“The biases the media has are much bigger than conservative or liberal. They’re about getting ratings, about making money, about doing stories that are easy to cover.” – Al Franken And there you have it, folks!  Trying to change your…

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Sullivan Financial Planning’s Kristi Sullivan was quoted in a recent post on Financial Advisor IQ

Financial NewsBy Kristi SullivanMarch 24, 2015

In a recent post on Financial Advisor IQ, Sullivan Financial Planning’s Kristi Sullivan was quoted in the article, Peer-to-Peer Lending: A Fad or the Future? By Chris Latham. A copy of the article is below. Peer-to-Peer Lending: A Fad or the Future?…

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Mar182015
Diversified Bond Portfolio

What is a Diversified Bond Portfolio?

Investment Education, Personal Finance, Retirement SavingsBy Kristi SullivanMarch 18, 2015

If you look back on my past blogs, I explain the different types of bonds with a fun example. To summarize, bonds come in different maturity dates and different credit qualities. The longer the maturity date, the better the interest…

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Mar102015

What to Do About Investments if The Fed Raises Interest Rates

Investment Education, Retirement SavingsBy Kristi SullivanMarch 10, 2015

I’m going to spend the next couple of blogs talking about the horrifying (sarcasm) specter of rising interest rates.  This is in hopes that I won’t have to talk about it for the rest of the year.  Yeah, right. If…

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Mar42015

Have I Saved As Much As Everybody Else?

Personal Finance, Retirement SavingsBy Kristi SullivanMarch 4, 2015

There must be some physical component in the human brain that relentlessly drives us to compare our lives to that of our friends, enemies, co-workers, or ex-boyfriends.  We do it with the cars we drive, the age we marry, our…

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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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