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
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
It's important to understand the pros and cons when considering a prepaid debit card.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your capital gains tax.
This questionnaire will help determine your tolerance for investment risk.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Here’s a crash course on saving for college.
The decision whether to buy or rent a home may have long-term implications.
Check out this video to begin separating fact from fiction.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
A bucket plan can help you be better prepared for a comfortable retirement.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.