Check me out being quoted in msnbc.com about rebalancing investments before year end: http://www.msn.com/en-us/money/everydaymoney/20-money-moves-to-make-before-the-end-of-the-year/ar-AAdU5Ew?li=AAa0dzB#page=2 Contact me at 303-324-0014 or [email protected] to talk about how can help you rebalance your investments. Stay Informed and Educated — Subscribe to the SFP Blog! Use the quick and easy form to the right of this article.
I’m hitting the big time now! My dad and I were quoted in this article in the New York Times about phased retirement! http://www.nytimes.com/2015/08/29/your-money/facing-retirement-but-easing-your-way-out-the-door.html?smid=tw-share Contact me at 303-324-0014 or [email protected] to talk about how can help you rebalance your investments. Stay Informed and Educated — Subscribe to the SFP Blog! Use the quick and easy form…
Kristi Sullivan is quoted in this article about whether or not to pay off a mortgage early. http://www.cnbc.com/2015/07/13/should-you-pay-off-your-mortgage-early-maybe-not.html Contact me at 303-324-0014 or [email protected] to talk about how can help you determine is you should pay off your mortgage early. Stay Informed and Educated — Subscribe to the SFP Blog! Use the quick and easy form…
This article is meant for advisers, but it has some good info for anyone thinking of peer-to-peer lending. My quote is toward the end. http://financialadvisoriq.com/c/1084473/113693?referrer_module=SearchSubFromFAIQ&highlight=peer-to-peer%20lending Contact me at 303-324-0014 or [email protected] to talk about peer-to-peer lending. Stay Informed and Educated — Subscribe to the SFP Blog! Use the quick and easy form to the right of this article.
In a recent edition of Investment News, Sullivan Financial Planning’s Kristi Sullivan was quoted for the article, Advisers Preach Calm, Buckle in as Markets Bounce by Jeff Benjamin. A copy of the article is below. Advisers preach calm, buckle in as markets bounce Prepare clients for market volatility by thinking long term and being proactive…
I kicked off 2015 by being quoted in Money.com. Very exciting! http://time.com/money/3653680/how-to-simplify-your-finances/ Contact me at 303-324-0014 or [email protected] to talk about how I can help simply your finances. Stay Informed and Educated — Subscribe to the SFP Blog! Use the quick and easy form to the right of this article.
Stay organized and prepared for retirement with my comprehensive checklist and timeline. Enter your name and email below to get instant access.
