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…
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…
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…
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…
#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…
The greatest fear cited by women approaching retirement age is that their money won’t go nearly far enough. “What I see with most women, especially single women or single childless women, is a real fear of outliving their money,” said…
Stay organized and prepared for retirement with my comprehensive checklist and timeline. Enter your name and email below to get instant access.
