Sullivan Wealth Management

02/10/2026

Hey, do you have 30 seconds to review last month’s credit card bill? 😅

02/09/2026

Feeling overwhelmed by money? 😵‍💫

Start with these 5 steps to get organized and build momentum from there . 🚀

02/03/2026

Parent tip you’ll want to remember 🎉

Birthday month at Build-A-Bear = kids pay their age for a bear.

Five years old? That’s a $5 bear 🧸

02/02/2026

3 Mistakes I See Families Make With 529 College Savings Plans

01/22/2026

01/19/2026

10 Questions a Financial Plan Should Answer.

01/13/2026

Meet Sonny 👋
He stopped by the office to check on his 529 College Savings Plan. 😄
Swipe → for a quick breakdown of what a 529 is, the benefits, and what it can be used for.

01/01/2026

Which one do you think topped the leaderboard in 2025?
-S&P 500
-NASDAQ
-DOW
-Gold
-Silver
-Bitcoin
-Ethereum

Take a guess before you watch. #2025

12/25/2025

🎄Merry Christmas and Happy Holidays from our family to yours🎄

12/19/2025

One last tax move before 12/31: tax-loss harvesting. If you’ve got investments down in a taxable account, you may be able to use losses to offset gains (and potentially reduce taxes). Watch out for the wash sale rule.

12/16/2025

Family of 6 holiday weekend recap.

12/13/2025