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
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
The true cost of raising a child may be far more than you expect.
Learn a little about worldwide currency in this fun infographic
These food myths will really put a drain on your wallet.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Learn how to address the challenges that women face when planning for retirement.
The item most homeowners forget on their home improvement project checklist is insurance.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate your monthly and annual income from various IRA types.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Why are 401(k) plans, annuities, and IRAs so popular?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Imagine your ideal post-pandemic retirement with this animated video.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.