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.)
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…
Continuing the theme of last week’s blog, here are some solid ideas for saving money that I will probably not be implementing. But, maybe you can! #1: Getting rid of Cable. I could very easily go without TV. It would save me from having to watch Tiny House Hunters and going into weekly rages…
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…
In order to keep you, dear reader, informed on realistic ways to save for the future, I do a lot of research on how people make ends meet on a tight budget. Some of the ideas are great, but others are just so irritating. Herewith, my top 5 annoying ways to save money. #1: …
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…
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