Roth IRA

CNBC.com Quotes Kristi about 401(k)s!

During the excitement that comes with taking a new job, make sure you don’t forget about the retirement money you socked away in your former employer’s 401(k) plan. “People in their working years tend to switch jobs a lot and can lose touch with their [accounts],” said Kristi Sullivan, a certified financial planner and owner…

Financial Planner

Kristi’s Quotes: The Best Way to Save if you’re Self-Employed

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…

Financial Planner

Kristi’s Quotes: Help Make Your Money Last

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…

Kristi Sullivan is quoted by CNBC on consolidating old retirement accounts

Yours truly is talking about the benefits of consolidating old retirement accounts to one spot in this article on cnbc.com. http://www.cnbc.com/2015/10/04/did-you-land-a-new-job-dont-forget-about-that-401k-plan.html Contact me at: 303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help you achieve your retirement accounts. Stay Informed and Educated — Subscribe to the SFP Blog! Use the quick and easy form to the right…