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Apr282015
Financial Education

Financial Education Provided by Sullivan Financial Planning

Financial Education, Financial NewsBy Kristi SullivanApril 28, 2015

A couple of weeks ago, I introduced my education services for the first time in the blog.  Just to let you know, the financial education provided by Sullivan Financial Planning goes beyond pre-retirement planning.  Other engaging and helpful topics that…

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Apr212015
Second Home

3 Myths and Realities of Second Home Ownership

Retirement SavingsBy Kristi SullivanApril 21, 2015

People must be feeling good about the economy because second home ownership is on the rise again.  Vacation home sales increased over 10% in 2012 and 11% of home purchases were second home in that year.* Some folks find their…

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Apr142015
Saving to spending

Helping Transition Workers From Savers to Spenders

Investment Education, Retirement SavingsBy Kristi SullivanApril 14, 2015

Let’s take a moment of silence to remember the pension.  We dearly miss that well-loved, but ultimately unstainable stream of lifetime income that employers used to supply loyal workers in retirement. Now what?  Employers have punted the responsibility of lifetime…

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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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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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