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Oct42016

How Does the Election Affect Your Portfolio?

Financial Education, Financial News, In the News, Personal FinanceBy Kristi SullivanOctober 4, 2016

Well, another Election Day is coming up and I am thrilled.  Why?  Is it because I am SO excited about the two potential candidates that I can’t wait to cast my vote?  Not exactly.   The benefit of Election Day…

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Oct42016
Financial Planner

Kristi’s Quotes: Ever thought about PARTNERING with your competitors?

Kristi's QuotesBy Kristi SullivanOctober 4, 2016

In this article in LifeHealthPro.com, Kristi talks about the benefits of collaborating with the competition:   Strategic Alliances have proven so successful for Sullivan that she has made pursuing them a priority. Prominent on the home page of her firm’s…

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Sep302016
Financial Planner

Kristi’s Quotes: Are Your Clients Tuning You Out?

Kristi's QuotesBy Kristi SullivanSeptember 30, 2016

Overwhelmed by an increasing bombardment of “digital noise,” your clients may be tuning out important information you send them. And you may not even know it. Advisor Kristin C. Sullivan, CFP®, Denver, Colorado, said she’s improved her open rates simply by…

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Sep282016

Welcome to My New Monthly Ask-The-Advisor Blog!

Ask the AdvisorBy Kristi SullivanSeptember 28, 2016

For the inaugural Ask-the-Advisor blog, I answer a question from Jennifer, a mom whose teenager who needs help managing her cash. Q:  I have a teenager who I believe is ready to take the step into having a debit card…

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Sep232016
Financial Planner

Kristi’s Quotes: Money Management and Aging Parents

Aging Parents, Kristi's QuotesBy Kristi SullivanSeptember 23, 2016

Your first instinct as a child may be to drop everything and handle all your parents’ needs yourself. But if it comes at the cost of your own career, think about the ripple effects – on your retirement savings, on…

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Sep212016

3 Easy Ways to Save Money During Football Season

Fun StuffBy Kristi SullivanSeptember 21, 2016

#1:  Buy discount team merchandise featuring your club’s latest incarcerated player that was traded to the Baltimore Ravens.   #2:  For your tailgating or game viewing party, purchase beer that is on sale because it’s approaching 90 days since the…

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