According to The New York Times, hybrid policy sales have more than doubled since 2008, topping $2.4 billion in 2015. Only $300 million in stand-alone long-term care policies are sold each year. Kristi Sullivan, a certified financial planner in…
In order to keep you, dear reader, informed on realistic ways to save for the future, I do a lot of research on how people make ends meet on a tight budget. Some of the ideas are great, but others…
How quotable is Kristi? She’s even quoted in Financial Advisor about being quotable! Sullivan has a client who once called to say he’d seen her on CNBC. “I said, ‘I know her!’” this customer excitedly shared, according to the advisor.…
What happens when the stock market soars? Click here to find out Kristi’s thoughts in Investment News! Contact me at 303-324-0014 or [email protected] to talk about how I can help you achieve your financial goals. Stay Informed and Educated
Ha! That was just an attention grabber. There isn’t really a right or wrong way to manage allowance, as long as you are consistent and communicate the rules to your kids. The big controversy is whether to tie allowance…
Are you self-employed and wondering how to plan for retirement? Kristi says you may actually may have more options than you think. Check out her quote in the Chicago Tribune! “SEP-IRAs are easy and inexpensive to set up, and….”…
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