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Reverse Mortgage – Not a Dirty Phrase Anymore

Financial Education, Personal Finance, Retirement SavingsBy Kristi SullivanMarch 1, 2017

The Reverse Mortgage   Chances are high that when I mention the idea of a reverse mortgage to clients, I’ll be met with a very sour expression.  I think this is because of the impression that these instruments are expensive and that you give up ownership of your home to use them.   Now, I…

Kristi's Quotes

Kristi’s Quotes: Financial Decoding with U.S. News & World Report

Financial Education, Kristi's QuotesBy Kristi SullivanMarch 1, 2017

Do you find it hard to understand financial experts? I don’t blame you! That’s why I helped U.S. News and World Report decode the terms you might hear. Say what?   “Meeting with a financial professional can be key to getting your finances on track. But one thing that doesn’t make it easier: When 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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