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Feb112015
fee-only financial planning denver tips

Top 3 Financial Moves to Make While It’s Still Early in the Year

Personal FinanceBy Kristi SullivanFebruary 11, 2015

The retirement plan maximum increased in 2015 to $18,000/year with a $6,000/year catch up contribution for those aged 50 and over.  If you are fortunate enough to be adding the maximum each year to your retirement plan, make sure your…

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Feb42015
fee only financial planning

Asset Allocation, or What’s in YOUR portfolio?

Investment Education, Personal Finance, Retirement SavingsBy Kristi SullivanFebruary 4, 2015

Here’s a little secret that most investment salespeople will not tell you: The actual investments you choose aren’t really that important.  Buying Whole Foods or Walmart or Kroger stock is the least important financial decision you will make. What?  How…

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Jan282015
financial jargon, fee only financial planner

More Financial Jargon Explained!

Investment Education, Personal FinanceBy Kristi SullivanJanuary 28, 2015

Bottom-up Investing:  No, this is not a reference to Kim Kardashian breaking the internet.  Bottom-up mutual fund managers research companies individually and without regard to the current economic cycle, geography, or other big picture considerations. Asset Allocation: I’ll spend more…

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Jan212015
ETFs and Index Funds

ETFs and Index Funds

Investment Education, Personal FinanceBy Kristi SullivanJanuary 21, 2015

Here’s a topic that many people wish they knew more about.  That, and whether the new college football playoff system will be better than the BCS. Exchange Traded Funds (aka ETFs) were introduced in 1993 with the launch of the…

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Jan202015
Investment News

Sullivan Financial’s Kristi Sullivan Quoted in Investment News Article

Financial News, In the NewsBy Kristi SullivanJanuary 20, 2015

In a recent edition of Investment News, Sullivan Financial Planning’s Kristi Sullivan was quoted for the article, Advisers Preach Calm, Buckle in as Markets Bounce by Jeff Benjamin. A copy of the article is below. Advisers preach calm, buckle in…

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Jan142015
Index Funds vs. Actively Managed Funds – Which is Better?

Index Funds vs. Actively Managed Funds – Which is Better?

Investment Education, Personal FinanceBy Kristi SullivanJanuary 14, 2015

You may think of investment people as nerds (and you are mostly right), but we have areas where we are passionate, too. One of them is whether index investing or active management is better. On the Index side, you have…

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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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