Archive for In the News

Kristi is quoted on wine investments in Crains’ Wealth.

Wine Investments

While the category can provide an alternative to traditional asset classes, high fees and lack of liquidity may mean too much risk for the uninitiated.

Here I am NOT recommending wine as a long term investment strategy.  Wine as a short term drinking strategy – yes!

http://www.crainswealth.com/article/20150713/WEALTH/307109998/wine-is-a-fine-investment-but-beware-the-risks

Contact me at

303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help you achieve your financial goals.


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Kristi Sullivan is quoted on umbrella insurance by True Living Financial.

Do you suspect you are under-insured for life’s surprises?  Attached is a good article about overlooked types of insurance where I am quoted as advocating for using umbrella policies.

http://truelivingfinancial.com/eight-oft-overlooked-but-potentially-indispensible-types-of-insurance/

Contact me at

303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help you achieve your financial goals.


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Credit.com quotes Kristi Sullivan on making 2016 a better fiscal year.

5 easy tips for a better fiscal 2016.  Check out number 3 from your favorite Denver financial planner!

http://blog.credit.com/2015/12/5-easy-money-resolutions-for-the-new-year-132215/

Contact me at

303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help you achieve your fiscal goals.


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Kristi is quoted on competition by Life Health Pro.

Who says competitors are bad for business?  Not me!  Here is an article where I’m quoted about the value of doing business WITH other financial advisors, not against them.

http://www.lifehealthpro.com/2016/01/29/strategic-alliances-are-a-win-win-for-advisors-and

Contact me at

303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help you achieve your financial goals.


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Time-Money quotes Kristi Sullivan on caregiving for aging family members.

This article (with a quote from yours truly) has some great tips for caregivers of aging family members.

http://time.com/money/4124861/aging-parents-care-costs/

Contact me at

303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help you achieve your financial goals.


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New Age of Advice quotes Kristi Sullivan on finances and family.

Here I am talking about the joys and perils of performing your professional services for close friends and family members.  If you fall into this category, don’t worry, it’s pretty tame.

http://newageofadvice.com/insights/transamerica-insights/transamerica-insights-articles/friends-family-and-finances/

 

Contact me at

303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help you achieve your financial goals.


Stay Informed and Educated — Subscribe to the SFP Blog! Use the quick and easy form to the right of this article.

Reuters quotes Kristi Sullivan on Caregiving

What is a more difficult job than caregiving for adults?  Here I am quoted on the importance of getting (sometimes hiring) help if you are caught between caring for aging parents, your own kids, and keeping your career afloat.

http://www.reuters.com/article/eldercare-parents-tips-idUSL1N13E33Z20151123#883t7t7tUiVW0hJa.9712

Contact me at

303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help you achieve your retirement goals.


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Kristi Sullivan is quoted on holiday overspending by Insurance Newsnet.

Here I am sounding totally Grinch-y over the holidays about people overspending and not saving enough.  Good news, though!  My friend Carol Craigie of Fiscal Fitness Clubs of America is right there with me in the article so I’m not alone in my Scroogi-ness.

http://insurancenewsnet.com/innarticle/2015/12/02/agents-need-stronger-holiday-sales-message.html

Contact me at

303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help you achieve your financial goals.


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Investment News quotes Kristi Sullivan on Social Security and Financial Plans

Recently I was quoted in Investment News about a proposal to integrate Social Security estimates into financial planning software.  What a dream come true that would be!

http://www.investmentnews.com/article/20150714/FREE/150719959/financial-planning-platforms-target-social-security-benefits-data

Contact me at

303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help you achieve your Social Security.


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Kristi Sullivan is quoted by CNBC on consolidating old retirement accounts

Yours truly is talking about the benefits of consolidating old retirement accounts to one spot in this article on cnbc.com.

http://www.cnbc.com/2015/10/04/did-you-land-a-new-job-dont-forget-about-that-401k-plan.html

Contact me at:

303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help you achieve your retirement accounts.


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