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How do IRAs Work?

Retirement SavingsBy Kristi SullivanJune 14, 2014

  Welcome back!  Last week the blog was about the basic differences between Traditional IRAs and Roth IRAs.  This week, I’ll get into more detail about how each works. How much can I put in? Traditional IRAs:  You may contribute…

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Welcome to the SFP Blog! We’ll Start With a Fun IRA Tutorial. Really.

Retirement SavingsBy Kristi SullivanJune 6, 2014

Welcome to the Sullivan Financial Planning inaugural blog.  People in the know tell me that blogs should be short, entertaining, and informative.  Easier said than done when talking about personal finance.  At least the entertaining part. As far as informative…

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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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