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  • Welcome
  • About Me
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    • In the Media
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  • Financial Calculators

August 2, 2016

inheritance from your parent

Kristi is quoted on receiving an inheritance from your parent in NBR.

In the NewsBy Kristi SullivanAugust 2, 2016Leave a comment

I’m excited to be quoted in this article by Shelly Schwartz in nbr.com about boomers not wanting (or being able to) leave an inheritance for their kids. Do you think you’re in the will? Well, guess again 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…

DISCLOSURE: This website is intended for general education purposes only and the information is not personal investment advice, tax, or legal. Opinions expressed are subject to change without notice and are not intended to predict the future performance of markets. Quoted information is believed to be current and truthful at the time presented. Sullivan Financial Planning, LLC is a registered investment adviser in the state of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. By using this website, you acknowledge the terms of our Privacy Policy and ADV

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Finances After Losing a Partner to Death

The death of a spouse or life partner comes with so many tough decisions.

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