Kristi Sullivan is quoted on holiday overspending by Insurance Newsnet.

Here I am sounding totally Grinch-y over the holidays about people overspending and not saving enough.  Good news, though!  My friend Carol Craigie of Fiscal Fitness Clubs of America is right there with me in the article so I’m not alone in my Scroogi-ness. http://insurancenewsnet.com/innarticle/2015/12/02/agents-need-stronger-holiday-sales-message.html Contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can…

Investment News quotes Kristi Sullivan on Social Security and Financial Plans

Recently I was quoted in Investment News about a proposal to integrate Social Security estimates into financial planning software.  What a dream come true that would be! http://www.investmentnews.com/article/20150714/FREE/150719959/financial-planning-platforms-target-social-security-benefits-data Contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help you achieve your Social Security. Stay Informed and Educated — Subscribe to the SFP Blog! Use the…

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…

Kristi Sullivan on 401(k) accounts as quoted by the Shareholder Forum

Here I am talking about the value of account aggregation software and the use of Target Date funds in 401(k) accounts. http://www.shareholderforum.com/investor/Library/20150922_InvestmentNews.htm Contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help you achieve your 401(k) accounts. Stay Informed and Educated — Subscribe to the SFP Blog! Use the quick and easy form to the…

Kristi Sullivan quoted on how Love affects Financial Planning by Investment News

Even your love life becomes important in financial planning.  Here is an article in Investment News where I am quoted talking about some things to be aware of when planning for couples with a large age gap.  You have to log in to read the whole article, but it’s free. http://www.investmentnews.com/article/20151009/FREE/151009924 Contact me at 303-324-0014…

Investment News quotes Kristi Sullivan on Women and Mutual Funds

Here’s a shocker:  Morningstar, found that there are very few women in mutual fund portfolio management.  Here I am quoted in an article in Investment News about this trend. http://www.investmentnews.com/article/20151122/FREE/151119893 Contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help with mutual fund portfolio management. Stay Informed and Educated — Subscribe to the SFP Blog! Use…

Kristi Sullivan is quoted on Mortgages after Retirement by CNBC

This is a really good article about whether or not to keep a mortgage in retirement.  Yours truly is quoted, and there are a lot of good points about the pros and cons. http://www.cnbc.com/2015/07/13/should-you-pay-off-your-mortgage-early-maybe-not.html   Contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help you achieve your retirement goals. Stay Informed and Educated…

Ovid Life quotes Kristi Sullivan on Senior resources

Hey, guess what?  I’m now considered a “financial sage,” according to this article in OVID Senior Resources.  All kneel to the Sage! http://blog.ovidlife.com/14-tips-from-financial-sages-that-seniors-need-to-know-part-2/ Contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help you achieve your retirement goals. Stay Informed and Educated — Subscribe to the SFP Blog! Use the quick and easy form to…

AARP quotes Kristi Sullivan about 10 Steps to Achieve Your Retirement Goals

My words of wisdom are in this article from AARP about 10 Steps to Achieve Your Retirement Goals.  As usual, I am the killjoy in tip #5. http://www.aarp.org/money/investing/info-2015/achieve-retirement-planning-financial-goals.html Contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help you achieve your retirement goals. Stay Informed and Educated — Subscribe to the SFP Blog! Use the…

Kristi Sullivan’s quote in Bloomberg on Retirement Plan Benefits

Here I am talking to Bloomberg.com about considering the retirement plan benefits when negotiating a new job.  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 consider your retirement plan benefits. Stay Informed and Educated — Subscribe to the SFP Blog! Use the quick and easy form to the right of this…