Super short blog this week for a quick tip on how you might find some extra money. And put it in your retirement investments, of course! The National Association of Unclaimed Property Administrators has endorsed a website to help find missing assets.  It might be inactive brokerage accounts, uncashed checks from corporations/banks/insurance companies/municipalities, or unclaimed… The post Are You Missing Money? appeared first on Sullivan Financial Planning ..read more

It was suggested that I write an article about the Delta Dental annual report about the average Tooth Fairy payout decreasing in 2023.  And I just couldn’t figure out anything to say about it. The a-ha moment I got from USA Today article discussing the report is that people actually try to extrapolate serious economic… The post World’s Craziest Economic Indicators appeared first on Sullivan Financial Planning ..read more

You know I love a guest interview to break up the monotony of relentless financial topics.  This month, I’m thrilled to feature Devon DeLong of Landscape Connection.  Devon has some quick tips for perking up your garden with plants that thrive in Colorado.   Kristi:  Is it true that you can’t plant in Colorado before… The post Perfect Plantings with Devon DeLong appeared first on Sullivan Financial Planning ..read more

Short blog today! Here are four fun facts about Social Security. Average SS benefit in 2023 was $1,907 for people filing at Full Retirement Age Highest SS benefit in 2024 for people filing at Full Retirement Age is $3,822 You lose a little over .5% per month of your full retirement age benefit for each… The post 4 Factoids and One Personal Opinion About Social Security appeared first on Sullivan Financial Planning ..read more

Do you fantasize about someone paying your bills and keeping you organized with your money and budget?  Are you exhausted trying to assist an aging parent with keeping up on their finances?  Are you one of many adults who struggle with money due to a neurological processing difference? Good news!  Hiring out the chore of… The post Is a Daily Money Manager Right for You? appeared first on Sullivan Financial Planning ..read more

I get an e-newsletter by a smart financial advisor named Jay Mooreland.  His focus is not on beating the markets or beating our clients into submission about saving enough.  It’s about recognizing how our brains work, often contrary to our best interests, to sabotage our progress in personal finance. Jay recently addressed a Wall Street… The post What is a Normal Stock Market? appeared first on Sullivan Financial Planning ..read more

This week I’m excited to feature a real estate expert with an interesting twist.  Libby Earthman helps homeowners in various phases of life from first time home buyers to senior downsizers.  She takes particular care with clients who have issues with sensory overload. Kristi: You have developed a specialty in making moving easier for people… The post Sensory Sensitive Moves with Libby Earthman appeared first on Sullivan Financial Planning ..read more

In last week’s blog, I gave a VERY short and mostly incomplete summary of tax benefits that we have enjoyed since the passing of the Tax Cuts and Jobs Act of 2017.  These changes are set to return to pre-2017 rules at the end of 2025, so if there are any moves to be made,… The post Tax Changes are Coming – Part 2 appeared first on Sullivan Financial Planning ..read more

Ahhh, sunsets.  The word conjures beauty, peace, and signals that it’s time to rest after a busy day. Unless you are a CPA.  For those poor suckers, sunsets have them stressing over – eeeek – changing tax laws.  Specifically, the pre-ordained ending of many tax code changes in the Tax Cuts and Jobs Act of… The post Tax Changes Are Coming – Part 1 appeared first on Sullivan Financial Planning ..read more

Maybe on Valentine’s Day you made a loving commitment to take your relationship to the next level.  Could be engagement, buying a house together, or sharing an abode.  The more you commit to a person, the more you commit to their finances, so now is the time to start off on the right foot. Herewith,… The post Three Methods for Combining Finances with a Partner appeared first on Sullivan Financial Planning ..read more