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Investment News quotes Kristi Sullivan on Social Security and Financial Plans

May 23, 2016

Recently I was quoted in Investment News about a proposal to integrate Social Security estimates into financial planning software.  What…

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Kristi Sullivan is quoted by CNBC on consolidating old retirement accounts

May 16, 2016

Yours truly is talking about the benefits of consolidating old retirement accounts to one spot in this article on cnbc.com.…

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

May 9, 2016

Here I am talking about the value of account aggregation software and the use of Target Date funds in 401(k)…

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

April 26, 2016

Even your love life becomes important in financial planning.  Here is an article in Investment News where I am quoted…

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Investment News quotes Kristi Sullivan on Women and Mutual Funds

April 12, 2016

Here’s a shocker:  Morningstar, found that there are very few women in mutual fund portfolio management.  Here I am quoted…

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Kristi Sullivan is quoted on Mortgages after Retirement by CNBC

March 29, 2016

This is a really good article about whether or not to keep a mortgage in retirement.  Yours truly is quoted,…

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Ovid Life quotes Kristi Sullivan on Senior resources

March 15, 2016

Hey, guess what?  I’m now considered a “financial sage,” according to this article in OVID Senior Resources.  All kneel to…

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

March 1, 2016

My words of wisdom are in this article from AARP about 10 Steps to Achieve Your Retirement Goals.  As usual,…

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Kristi Sullivan’s quote in Bloomberg on Retirement Plan Benefits

February 1, 2016

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…

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Childless Retirees

Kristi Sullivan is quoted by Bankrate about single and childless retirees

January 19, 2016

I’m excited to be quoted in this article from Bankrate.com about single and childless retirees and their unique financial planning…

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You know you re an old adviser when

Investment News quotes Kristi Sullivan on the old days of Financial Advising

December 1, 2015

Who remembers ticker tape and stock quote machines? I do! Check out my quote in Investment News! http://www.investmentnews.com/gallery/20151002/FREE/100209999/PH/you-know-youre-an-old-adviser-when Contact me…

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costs to live in Denver ‘comfortably’

KDVR quotes Kristi Sullivan about high rents in Denver

November 1, 2015

Late night talk show host, here I come!  Here is a very short interview about high rents in Denver.  My…

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401 k plan

Kristi Sullivan is quoted on CNBC on collecting the retirement money in your former employer’s 401(k) plan

October 30, 2015

Do you have any previous employers who you had a 401(k) plan with? I was quoted on CNBC on making sure…

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Yellen and the Fed not swaying advisers

Investment News quotes Kristi Sullivan on not freaking out when the Fed eventually raises interest rates

October 20, 2015

Here I am quoted in Investment News, sounding like a broken record, encouraging people to not freak out when the…

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Tired of Sketchy Car Dealers

Kristi Sullivan is quoted in this article about buying cars in alternative places.

October 15, 2015

Truly, I have an opinion about everything.  Just ask my husband.  In this article I’m quoted about buying cars in…

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Kristi Sullivan quoted in financial article on msnbc.com

September 15, 2015

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…

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Kristi Sullivan quoted in phased retirement article on nytimes.com

August 31, 2015

I’m hitting the big time now! My dad and I were quoted in this article in the New York Times…

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Should you pay off a mortgage early? Kristi Sullivan weighs in on cnbc.com

July 14, 2015

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…

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peer-to-peer lending

Financial Advisor IQ quotes Kristi Sullivan on peer-to-peer lending

March 18, 2015

This article is meant for advisers, but it has some good info for anyone thinking of peer-to-peer lending.  My quote…

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Investment News

Sullivan Financial’s Kristi Sullivan Quoted in Investment News Article

January 20, 2015

In a recent edition of Investment News, Sullivan Financial Planning’s Kristi Sullivan was quoted for the article, Advisers Preach Calm,…

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Simplify Your Finances

Money.com quotes Kristi Sullivan about Simplifying Finances

January 20, 2015

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 kristi@sullivanfinancialplanning.com to talk about how I…

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