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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.
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Helpful Content
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
The Best Apps in Travel
Technology tips to make your next trip even better.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
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How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.