I’m excited to be quoted in this article by Shelly Schwartz in nbr.com about boomers not wanting (or being able to) leave an inheritance for their kids.
Do you think you’re in the will? Well, guess again
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Author: Kristi Sullivan
https://sullivanfinancialplanning.com/ My name is Kristi Sullivan and I have been helping people achieve financial security since 1996. I am a fee-only financial planner and public speaker. I do no investment or insurance sales for commissions. My clients pay me for guidance through their financial questions. I also work with employers to educate their employees about personal finance.
I have been helping people make financial decisions for 18 years. I have worked in employee benefits and with individual clients/families. I hold the Certified Financial Planner designation. Sullivan Financial Planning, LLC is a Registered Investment Advisory firm with the State of Colorado. Areas of expertise include prioritizing savings goals, investment allocation, and wealth manager searches.
