Skip to content
Facebook page opens in new windowTwitter page opens in new windowLinkedin page opens in new windowYouTube page opens in new window
303-324-0014Give The Gift of Professional Financial Advice. Purchase a Gift Certificate Here
Login
Sullivan Financial Planning
Putting the Financial Pieces Together
Sullivan Financial Planning
  • Welcome
  • About Me
  • Work With Me
    • Online Classes for the Do-It-Yourselfer
    • Financial Planning Consultation
    • In-Depth Financial Planning
    • Hire Kristi to Speak
  • Blog
    • In the Media
  • Get In Touch
  • Financial Calculators
Search:
Search
  • Welcome
  • About Me
  • Work With Me
    • Online Classes for the Do-It-Yourselfer
    • Financial Planning Consultation
    • In-Depth Financial Planning
    • Hire Kristi to Speak
  • Blog
    • In the Media
  • Get In Touch
  • Financial Calculators
Mar252020

You Have Finances, Why Not a Financial Planner?

Financial Education, Personal FinanceBy Kristi SullivanMarch 25, 2020

If this pandemic has taught us anything it is that everyone has questions, problems, goals, victories, losses, fears, gains, excitement, despair, greed, generosity, and insecurity about money.  You don’t have to be poor to worry about money or rich to…

Read more
Mar182020

What is Kristi Doing During This Downturn?

Financial NewsBy Kristi SullivanMarch 18, 2020

In case you are wondering what goes through the mind of financial advisers during brutal stock market downturns, here is a peek behind the curtain. Obviously, just me, I can’t speak for all my adviser friends.   Feeling #1: Discouraged.…

Read more
Mar122020
Kristi Sullivan | Denver Fee Only Financial Planner | Sullivan Financial Planning

I’m Not Worried About the Stock Market. I Am Worried About You.

Investment Education, Personal Finance, UncategorizedBy Kristi SullivanMarch 12, 2020

Over the past 15 months, I have been in a LOT of family therapy. And the one thing I have learned is that when a person is feeling strong emotions (fear, anger, insecurity), the rational part of their brain (the…

Read more
Mar112020

What does it mean when you lose money in the stock market?

Financial Education, Investment Education, Personal FinanceBy Kristi SullivanMarch 11, 2020

So, you’ve seen all the newsletters advising you not to panic and sell as the stock market loses 20% in a week. You may even hear investment folks encouraging you to buy stocks if you have any cash. But, as…

Read more
Mar92020

Economic Crystal Ball: What I Think of Economic Forecasts

Financial Education, Financial News, Personal FinanceBy Kristi SullivanMarch 9, 2020

The first quarter rite of passage for financial advisers seems to be attending economic forecasts.  Yes, it is absolutely as fun as it sounds.  Zzzzzz.   I try to avoid these meetings because market forecasts are almost never right and…

Read more
Feb262020

SECURE Act Follow Up – Focus on Inherited IRAs

Financial Education, Financial News, Retirement SavingsBy Kristi SullivanFebruary 26, 2020

An alert reader asked me to elaborate a bit on the SECURE Act in relation to the effect on inheriting IRAs.  This has received a lot of press, so I guess a lot of people are worried about it.  Is…

Read more
1
23456
…7891011…
121314151617181920212223242526272829303132333435363738394041424344454647484950515253545556
57
FREE 15 Minute Phone Consultation
Click here to set an appointment

PhoneWe will discuss your goals and see if there is a fit for working together!
JOIN MY NEWSLETTER!
At Your Service: Financial Planning Calculators
Looking for some additional assistance regarding personal, home, investment or retirement planning?

Try Our Helpful Calculators >>
SFP Blog Categories
  • Aging Parents
  • Ask the Advisor
  • Blog Posts
  • College Planning
  • Families and Finance
  • Financial Education
  • Financial News
  • Fun Stuff
  • In the News
  • Investment Education
  • Kids and Money
  • Kristi's Quotes
  • Personal Finance
  • Retirement Savings
  • Uncategorized
  • What are you leaving behind
RSS Personal Finance News from MarketWatch
  • The Moneyist: My brother owes $10K to our late father’s estate. There’s no loan agreement and I’m executor. How should I approach repayment?
  • The Moneyist: ‘What the hell!’ I’m 28, have no debt, a 401(k), Roth IRA and $45K in cash. Should I save for a house or buy a Tesla Model 3?
  • The Moneyist: ‘Warren Buffett and Harry Potter couldn’t get those two retired early’: When financial advisers can’t make their clients see the light
Get In Touch
  • Address
    783 S Downing St., Denver, CO 80209
  • Phone
    303-324-0014

Find us on:

Facebook page opens in new windowTwitter page opens in new windowLinkedin page opens in new windowMail page opens in new window
Best Financial Advisors in Denver
JOIN MY NEWSLETTER!

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

Go to Top
Give The Gift of Professional Financial Advice

Have you ever seen someone struggling with their finances and wanted to help?

Do you feel as a parent or partner your financial advice is ignored because it just sounds like another lecture?

Are you looking for a unique gift that is practical and can have long-lasting benefits?

Look no further.
Providing an hour with a Certified Financial Planner ™ is a meaningful gift that can benefit many people in your life!

Purchase a Gift Certificate