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….)
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 kristi@sullivanfinancialplanning.com to talk about how I can help you achieve your financial goals. Stay Informed and Educated
Ha! That was just an attention grabber. There isn’t really a right or wrong way to manage allowance, as long as you are consistent and communicate the rules to your kids. The big controversy is whether to tie allowance to chores. Some say that allowance should be earned by doing specific work around the…
Are you self-employed and wondering how to plan for retirement? Kristi says you may actually may have more options than you think. Check out her quote in the Chicago Tribune! “SEP-IRAs are easy and inexpensive to set up, and….” (click here for more) Contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help…
I’m often surprised by the level of support my retired clients are giving their middle-aged children. Sometimes it can derail an otherwise good retirement plan. That’s why it’s important to teach good money habits to kids as early as possible. Overspending kids become overspending adults, and that’s not good for anybody (except maybe credit card…
Do you know when to ask for help when caring for aging parents? In this post in Money, Kristi helps you figure it out! Denver financial planner Kristi Sullivan recommends hiring a case manager to do the heavy lifting. “For an hourly fee, these people can handle….” (click here for more) Contact me at…
It’s almost back to school time! To me, that means back to homework time for parents. And why do we do all of this nagging and whip cracking to our kids about grades? So they can go to college and hopefully get some scholarship money to pay for it. The ultimate goal being, of course,…
In this AARP article, Kristi offers a key tip when it comes to achieving your retirement goals! “Whether you’re near or in retirement, beware of taking on large expenses that can wreck your budget. This includes….”(click here for more) Contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help you achieve your financial goals. Stay…
And you thought college was expensive? Try sending a 5th grader back to school. The average reported costs for back-to-school supplies varies widely, depending on the source. Forbes says it’s over $1,000, but that includes electronics and clothes. Time.com was reporting $100, so they might have been more focused on pencils, paper, and hand sanitizer.…
My friend and fellow Denver CFP ® licensee Sara Gardner came up with this tip for an article in DailyWorth.com and it really hit home: Everyone deserves a financial planner. Often, my friends will say to me, “When I have money, I’m going to come and see you.” This makes me a little sad. …
