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Kristi Sullivan quoted on how Love affects Financial Planning by Investment News

In the NewsBy Kristi SullivanApril 26, 2016

Even your love life becomes important in financial planning.  Here is an article in Investment News where I am quoted talking about some things to be aware of when planning for couples with a large age gap.  You have to log in to read the whole article, but it’s free. http://www.investmentnews.com/article/20151009/FREE/151009924 Contact me at 303-324-0014…

Are You Ready If Your Spouse Should Pass Away?

Financial Education, Personal FinanceBy Kristi SullivanApril 26, 2016

Well, of course not, who is?  That said, there are some basics that each partner in a couple should know in case the unthinkable happens:   How much life insurance is on each spouse? Where is the policy information kept? Do you have a will? If so, where is it? In whose name are your…

Kristi Sullivan, CFP®, is your trusted partner in financial planning. With 27 years of expertise and a commitment to personalized service, Kristi helps clients navigate the complexities of wealth management, retirement planning, and investment strategies.

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