Here is a handy article by yours truly on the Triage Cancer Blog about how to find a financial planner.

Triage Cancer Blog quotes Kristi Sullivan on how to find a financial planner

Here is a handy article by yours truly on the Triage Cancer Blog about how to find a financial planner. http://triagecancer.org/blog/how-do-i-find-a-financial-planner/   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 — Subscribe to the SFP Blog! Use the quick and easy form to the right…

Best Retirement Plan

Kristi Sullivan quoted on Getting the Best Retirement Plan by Bloomberg

Well, it’s not a big quote, or super-intelligent for that matter, but I’ll take any quote in Bloomberg. http://www.bloomberg.com/news/articles/2015-04-30/a-job-hunter-s-guide-to-getting-the-best-retirement-plan 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 — Subscribe to the SFP Blog! Use the quick and easy form to the right of this article.

Wine Investments

Kristi is quoted on wine investments in Crains’ Wealth.

While the category can provide an alternative to traditional asset classes, high fees and lack of liquidity may mean too much risk for the uninitiated. Here I am NOT recommending wine as a long term investment strategy.  Wine as a short term drinking strategy – yes! http://www.crainswealth.com/article/20150713/WEALTH/307109998/wine-is-a-fine-investment-but-beware-the-risks Contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how…

Kristi Sullivan is quoted on umbrella insurance by True Living Financial.

Do you suspect you are under-insured for life’s surprises?  Attached is a good article about overlooked types of insurance where I am quoted as advocating for using umbrella policies. http://truelivingfinancial.com/eight-oft-overlooked-but-potentially-indispensible-types-of-insurance/ 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 — Subscribe to the SFP Blog! Use…

Credit.com quotes Kristi Sullivan on making 2016 a better fiscal year.

5 easy tips for a better fiscal 2016.  Check out number 3 from your favorite Denver financial planner! http://blog.credit.com/2015/12/5-easy-money-resolutions-for-the-new-year-132215/ Contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help you achieve your fiscal goals. Stay Informed and Educated — Subscribe to the SFP Blog! Use the quick and easy form to the right of this article.

Kristi is quoted on competition by Life Health Pro.

Who says competitors are bad for business?  Not me!  Here is an article where I’m quoted about the value of doing business WITH other financial advisors, not against them. http://www.lifehealthpro.com/2016/01/29/strategic-alliances-are-a-win-win-for-advisors-and 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 — Subscribe to the SFP Blog! Use…

Time-Money quotes Kristi Sullivan on caregiving for aging family members.

This article (with a quote from yours truly) has some great tips for caregivers of aging family members. http://time.com/money/4124861/aging-parents-care-costs/ 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 — Subscribe to the SFP Blog! Use the quick and easy form to the right of this…

New Age of Advice quotes Kristi Sullivan on finances and family.

Here I am talking about the joys and perils of performing your professional services for close friends and family members.  If you fall into this category, don’t worry, it’s pretty tame. http://newageofadvice.com/insights/transamerica-insights/transamerica-insights-articles/friends-family-and-finances/   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 — Subscribe to…

Reuters quotes Kristi Sullivan on Caregiving

What is a more difficult job than caregiving for adults?  Here I am quoted on the importance of getting (sometimes hiring) help if you are caught between caring for aging parents, your own kids, and keeping your career afloat. http://www.reuters.com/article/eldercare-parents-tips-idUSL1N13E33Z20151123#883t7t7tUiVW0hJa.9712 Contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help you achieve your retirement…