Kristi is quoted on competition by Life Health Pro.

In the News

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.

In the News

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.

In the News

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

In the News

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…

Kristi Sullivan is quoted on holiday overspending by Insurance Newsnet.

In the News

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

In the News

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

Financial Education, In the News, Retirement Savings

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

In the News

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…

Investment News quotes Kristi Sullivan on Women and Mutual Funds

In the News

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…