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Sullivan Financial Planning

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Website title: Fee Only Financial Planning Denver - Sullivan Financial Planning

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One of the biggest hurdles I face as a planner is convincing clients whose numbers support retiring that they can take the leap.  That’s because one of the biggest fears new retirees have is their investments suddenly dropping just as they stop earning a paycheck.  It’s a scary thought. Imagine you’re climbing down a mountain…

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Brrr, feeling chilly INSIDE of your house?  This week I’m excited to offer a little education on a home improvement investment many think about but feel too intimidated to make:  new windows. Yes, it feels like an big ticket item, but with the right guidance, this may be a worthwhile investment in your comfort and…

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When is contributing to an IRA not what your financial advisor (or CPA) advises?  I’m so glad you asked!  It’s very simple: Most of you reading this should NOT be making tax-deferred IRA contributions.  Why?  Not all IRA contributions are deductible. If neither you nor your spouse is covered by a workplace plan, your traditional…

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Yep, I’m doing the work so you can look good to your sweetie on what is probably the most fraught made-up holiday on the calendar.  Save time (and money!) by learning from others’ mistakes. “After five years of gas station flowers, I finally told my husband to stop getting me gifts on Valentine’s Day. There…

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