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…
Recently I was quoted in Investment News about a proposal to integrate Social Security estimates into financial planning software. What…
Yours truly is talking about the benefits of consolidating old retirement accounts to one spot in this article on cnbc.com.…
Here I am talking about the value of account aggregation software and the use of Target Date funds in 401(k)…
Even your love life becomes important in financial planning. Here is an article in Investment News where I am quoted…
Here’s a shocker: Morningstar, found that there are very few women in mutual fund portfolio management. Here I am quoted…
This is a really good article about whether or not to keep a mortgage in retirement. Yours truly is quoted,…
Hey, guess what? I’m now considered a “financial sage,” according to this article in OVID Senior Resources. All kneel to…
My words of wisdom are in this article from AARP about 10 Steps to Achieve Your Retirement Goals. As usual,…
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…
I’m excited to be quoted in this article from Bankrate.com about single and childless retirees and their unique financial planning…
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…
Late night talk show host, here I come! Here is a very short interview about high rents in Denver. My…
Do you have any previous employers who you had a 401(k) plan with? I was quoted on CNBC on making sure…
Here I am quoted in Investment News, sounding like a broken record, encouraging people to not freak out when the…
Truly, I have an opinion about everything. Just ask my husband. In this article I’m quoted about buying cars in…
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…
I’m hitting the big time now! My dad and I were quoted in this article in the New York Times…
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…
This article is meant for advisers, but it has some good info for anyone thinking of peer-to-peer lending. My quote…
In a recent edition of Investment News, Sullivan Financial Planning’s Kristi Sullivan was quoted for the article, Advisers Preach Calm,…
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…