Kristi’s Quotes: The Curmudgeon
The Question: Do earnings drive stock prices? We end with a quote that best summarizes our current views on this topic. It’s from Kristi Sullivan, the owner of Sullivan Financial Planning: Click Here
Kristi’s Quotes: Is Peer-to-Peer Lending the Future?
Thank you, Financial Advisor, for quoting me in this article about peer-to-peer lending! Peer-to-peer lending may serve advisors’ clients on two fronts, experts say. Wealthy clients looking for a high-yield alternative to traditional bonds can invest in funds that pool loans to small-business owners. Meanwhile, business-owner clients who might be having trouble getting a bank…
Kristi’s Quotes: Ever thought about PARTNERING with your competitors?
In this article in LifeHealthPro.com, Kristi talks about the benefits of collaborating with the competition: Strategic Alliances have proven so successful for Sullivan that she has made pursuing them a priority. Prominent on the home page of her firm’s website is an invitation that reads, “I’ll partner with money managers to create financial plans…
Kristi’s Quotes: Are Your Clients Tuning You Out?
Overwhelmed by an increasing bombardment of “digital noise,” your clients may be tuning out important information you send them. And you may not even know it. Advisor Kristin C. Sullivan, CFP®, Denver, Colorado, said she’s improved her open rates simply by using the word “you” in the subject lines and titles…. (Click here for more.)
Kristi’s Quotes: Money Management and Aging Parents
Your first instinct as a child may be to drop everything and handle all your parents’ needs yourself. But if it comes at the cost of your own career, think about the ripple effects – on your retirement savings, on the needs of your own kids, even on your own sanity. Denver financial planner Kristi…
Kristi’s Quotes: ThinkAdvisor.com Asks Kristi about Women and Retirement
The greatest fear cited by women approaching retirement age is that their money won’t go nearly far enough. “What I see with most women, especially single women or single childless women, is a real fear of outliving their money,” said Kristi Sullivan, owner of Sullivan Financial Planning in Denver…. (Click here for more.)
Kristi’s Quotes: Financial Planning for Child-Free Retirees
In this article on Bankrate.com, Jay MacDonald writes: Footloose singles in particular face a greater need to manage their retirement, for one simple reason. “It’s more expensive to live single,” says Kristi Sullivan, a fee-only financial planner based in Denver. “Where couples may both be saving for retirement, single people only have one income to…
Kristi’s Quotes: Are Hybrid Insurance Policies the Answer for You?
According to The New York Times, hybrid policy sales have more than doubled since 2008, topping $2.4 billion in 2015. Only $300 million in stand-alone long-term care policies are sold each year. Kristi Sullivan, a certified financial planner in Denver, said the hybrid policies are, “Not for everybody.” The policies should be considered by…
Kristi’s Quotes: Financial Advisor Quotes Kristi on Being Quotable!
How quotable is Kristi? She’s even quoted in Financial Advisor about being quotable! Sullivan has a client who once called to say he’d seen her on CNBC. “I said, ‘I know her!’” this customer excitedly shared, according to the advisor. (Click here for more….)
Kristi’s Quotes: The Stock Market and Corporate Earnings
What happens when the stock market soars? Click here to find out Kristi’s thoughts in Investment News! Contact me at 303-324-0014 or [email protected] to talk about how I can help you achieve your financial goals. Stay Informed and Educated
