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Tuesday, October 22, 2019

Families are one of the great joys in life, and part of the love you show to your family is making sure that their basic needs are met. While that’s only to be expected from birth through the high school years, many households...

 

Friday, October 18, 2019

When you think about your estate, you may think about your personal property, real estate, or investments. You also have other, less-tangible assets – and they deserve your attention as well. Your digital assets should not...

 

Monday, September 23, 2019

Have you ever mapped out your financial timeline? If you’re like many Americans, it may have been more difficult than anticipated. One of the most helpful ways to achieve your financial goals is to break it down by your age....

 

Monday, September 9, 2019

Many people plan their estates diligently, with input from legal, tax, and financial professionals. Others plan earnestly but make mistakes that can potentially affect both the transfer and destiny of family wealth. Here are some...

 

Wednesday, August 21, 2019

Being a CERTIFIED FINANCIAL PLANNER TM is largely considered the highest standard in financial planning. The CFP® exam requires 12+ months of preparation and has an esteemed set of prerequisites and requirements. Zuly Feliz joined...

 

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Wednesday, August 14, 2019

If you follow national news, you may have heard of the Setting Every Community Up for Retirement Enhancement (SECURE) Act. Although the SECURE Act has yet to clear the Senate, it saw broad, bipartisan support in the House of...

 

Tuesday, August 6, 2019

Regardless of how the markets may perform, consider making the following part of your investment philosophy: Diversification. The saying “don’t put all your eggs in one basket” has real value when it comes to...

 

Monday, July 8, 2019

Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family member may remember you in their last will and testament, there are many facets to the process of inheritance that you may not have...

 

Monday, July 8, 2019

Many are the stories of family wealth lost. In the late 19th century, industrial tycoon Cornelius Vanderbilt amassed the equivalent of $100 billion in today’s dollars – but when 120 of his descendants met at a family...

 

Friday, June 28, 2019

Congratulations to our own Matthew Condon — a 2019 Five Star Award Winner seen in Forbes Magazine! View the feature by clicking here.

 

Saturday, June 15, 2019

From time to time, it is a good idea to review how your portfolio assets are allocated – how they are divided among asset classes. At the inception of your investment strategy, your target asset allocations reflect your tolerance...

 

Wednesday, June 12, 2019

A new term has made its way into today’s financial jargon: de-risking. Anyone with assets in an old-school pension plan should know what it signifies. De-risking is when a large employer hands over its established pension...

 

Thursday, May 9, 2019

What exactly is the “sequence of returns”? The phrase simply describes the yearly variation in an investment portfolio’s rate of return. Across 20 or 30 years of saving and investing for the future, what kind of...

 

Monday, April 1, 2019

America is enduring a data breach epidemic. The latest annual study of the problem from Javelin Strategy & Research, a leading financial analytics research firm, says that 16.7 million people across the nation were impacted by I.D....

 

Tuesday, January 22, 2019

Matthew J. Condon, CFP® has been selected as one of Boston's Five Star Wealth Managers. The Five Star Wealth Manager award program is the largest and most widely published wealth manager award program in the financial services...

 

Wednesday, October 10, 2018

Condon Sullivan Wealth Management & Planning is proud to sponsor the Best Buddies Friendship Walk in Boston on November 3, 2018. Join us walking that day or create your own team to support this worthwhile mission. Best Buddies...

 

Thursday, June 21, 2018

We are delighted to have James P. Turner, CLU, ChFC join Condon Sullivan Wealth Management & Planning as a financial advisor. He brings with him an impressive history — 40 years of success — and a wealth of knowledge in the...