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Retirement Planning

Should I Stay or Should I Go?

Fun Stuff, Retirement SavingsBy Kristi Sullivan

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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The Uselessness of Market Predictions

Personal FinanceBy Kristi Sullivan

“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 Sullivan

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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Diversified Bond Portfolio

What is a Diversified Bond Portfolio?

Investment Education, Personal Finance, Retirement SavingsBy Kristi Sullivan

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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What to Do About Investments if The Fed Raises Interest Rates

Investment Education, Retirement SavingsBy Kristi Sullivan

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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Have I Saved As Much As Everybody Else?

Personal Finance, Retirement SavingsBy Kristi Sullivan

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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Fee-only, advice-only financial planning for individuals and families in the Denver metro area. Kristi Sullivan, CFP®, is a registered investment adviser in the state of Colorado.

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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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