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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
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
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Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
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Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
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.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?