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retirement

Retirement: The ONE THING you shouldn’t do with your spouse.

UncategorizedBy Kristi SullivanJuly 6, 2017

Don’t do it….   Okay, I didn’t meant that title the way it sounded (although I do know a few couples who probably wish they weren’t retired together). By saying you shouldn’t “retire together” I mean you probably shouldn’t retire at the same time. At least that was my advice when Investopedia asked me about…

Looking to Lighten Up this summer? Thoughts about Downsizing

UncategorizedBy Kristi SullivanJuly 6, 2017

Is it time to lighten up?   This week, I interview Kristin Harris, Broker Associate for LIV Sotheby’s International Realty specializing in the Cherry Creek area about the ups and downs of downsizing into a smaller home.   Q:  Downsizing doesn’t always translate to down pricing.  What percentage of the bigger house sale price do…

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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