Understanding Today's Financial Environment
We are Condon Sullivan Wealth Management and Planning, a wealth management firm located in Boston, Massachusetts. Our founding partners, Matt Condon and Tom Sullivan, have decades of combined experience and have leveraged their connections from Cornerstone Financial Group to create a new opportunity for clients to explore. We have dedicated our practice to strong client relationships and nurture the multi generational connections that we have established through our years in the industry. We look forward to fostering relationships between new clients and their families, as well as maintaining the relationships that are already so important to us. Reach out to us today to learn more about how our personal, non-obligatory service can help you pursue your financial goals.Contact Us
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
One way to find money is to examine your current spending habits and eliminate money wasters.
Do you know where the idea of “retirement” comes from?
Beware of these traps that could upend your retirement.
Do your insurance needs stay the same when the nest empties?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate your monthly and annual income from various IRA types.
Estimate how much of your Social Security benefit may be considered taxable.
This questionnaire will help determine your tolerance for investment risk.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A bucket plan can help you be better prepared for a comfortable retirement.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
It’s never a bad time to speak with your financial advisor about changes in your situation.
The average retirement lasts for 18 years. Are you prepared to fill that many days?