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…

Worst Fears of Women Retirees

Kristi was quoted in this article about Calming the Worst Fears of Women Retirees

Wow, how did I never see this before?  This article about women retirees is has been out there for a year and has lots of my quotes.  Fair warning ladies, it’s a little depressing, but has some good info.  http://www.thinkadvisor.com/2015/03/18/calming-the-worst-fears-of-women-retirees   Contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help you achieve your…