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Kristi’s Quotes: Job Changes and 401(k)s

Kristi's QuotesBy Kristi SullivanNovember 29, 2016

During the excitement that comes with taking a new job, make sure you don’t forget about the retirement money you socked away in your former employer’s 401(k) plan. “People in their working years tend to switch jobs a lot and can lose touch with their [accounts],” said Kristi Sullivan, a certified financial planner and owner…

Financial Planner

Kristi’s Quotes: Holiday Advice on Forbes.com!

Kristi's QuotesBy Kristi SullivanNovember 29, 2016

Kristi Sullivan says all you need to know about common holiday family dynamics is in the movie National Lampoon’s Christmas Vacation.  “It has all of the elements: The pressure of putting on the perfect family holiday; feeling like you’ve overspent on gifts, entertaining, décor, and travel; personal space squeezed by guests crammed into your house; Cousin Eddie…

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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