Recently my friend Sarah Lampard of A Value Insurance, an excellent insurance broker, brought up something that shocked me. Most umbrella policies don’t cover you for an accident with an uninsured or underinsured driver. To go back, an Umbrella Policy…
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…
This month, I’m writing blogs on topics that people have suggested to me. Today’s, about cleaning out your clutter, is dedicated to my parents who asked me to write it a few weeks ago. It was while my mom was…
With the unemployment rate improving over the past few years, we’ve seen an increase in job changers. People who were hanging on for dear life before are now looking to see if the grass is greener in other pastures. Here…
Well, of course not, who is? That said, there are some basics that each partner in a couple should know in case the unthinkable happens: How much life insurance is on each spouse? Where is the policy information kept?…
Do I ever stop talking about retirement? It would seem not. However, talking constantly about saving and investing for the future doesn’t really address the actual transition from earner to retiree. So, here are some questions I hope pre-retirees are…
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