January 19, 2016 - Sullivan Financial Planning

Kristi Sullivan is quoted by Bankrate about single and childless retirees

In the NewsBy Kristi Sullivan January 19, 2016

I’m excited to be quoted in this article from Bankrate.com about single and childless retirees and their unique financial planning needs. http://www.bankrate.com/finance/retirement/financial-planning-for-childless-retirees-1.aspx?ic_id=Top_Financial%20News%20Center_link_4 Contact me at 303-324-0014 or [email protected] to talk about how I can help you consider your unique financial planning needs. Stay Informed and Educated — Subscribe to the SFP Blog! Use the quick and easy form…

Feeling the Advisor Shuffle?

Financial Education, Personal FinanceBy Kristi Sullivan January 19, 2016

An article by Alex Padalka in the December 21st Financial Advisor IQ newsletter talked about how Wells Fargo is incenting its more experienced advisors to move clients with under $65,000 to trainees. The idea is for advisers to have a better ratio of larger accounts. According to the article, the $65,000 account minimum is…

Kristi Sullivan is quoted by Bankrate about single and childless retirees

Feeling the Advisor Shuffle?

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