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
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Six overlooked tax deductions to help manage your tax bill.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Beware of these traps that could upend your retirement.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you should be saving for college.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your capital gains tax.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how long your retirement savings may last using various monthly cash flow rates.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
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.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
There are a few things to consider when buying or leasing your next vehicle.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
That big list of dreams and goals isn't the only way to look at your bucket list.
Learn how to harness the power of compound interest for your investments.
Here’s a crash course on saving for college.