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
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
Understanding the value of a home warranty.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Five phases to changing unhealthy behaviors.
Without your knowing, your investment portfolio could be off-kilter.
There are ways to improve your physical fitness without denting your fiscal fitness.
Knowing your tax bracket can make a large difference in your tax preparations. Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate your monthly and annual income from various IRA types.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your capital gains tax.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
What is your plan for health care during retirement?
Understanding the cycle of investing may help you avoid easy pitfalls.
Savvy investors take the time to separate emotion from fact.
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.