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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

5 Smart Investing Strategies

5 Smart Investing Strategies

Getting what you want out of your money may require the right game plan.

Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Saving Early & Letting Time Work For You

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.

 

Asset Protection What it is and why it matters

Asset protection is about having strategies to help protect personal assets and reduce risk if things go wrong.

5 Ways for Caretakers to Make Your Well-Being a Priority

Studies show that now more than ever, today’s women are disproportionately responsible for caring for children, doing laundry, cooking and cleaning, despite many having full-time careers. What’s more, when compared to their male counterparts, women are also more likely to report having difficulty finding the time to manage their physical, mental and emotional health.

Couples and Money

Did you know money is a leading cause for break-ups and divorce among couples?

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

How Women Make It Happen

Women’s History Month celebrates ceiling-shattering women of the past, as well as the empowerment of women in the present.

Don’t Get Trapped by These Retirement Myths

Have you been making correct assumptions about financial planning for retirement? Here are some popular retirement myths.

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Don't Myth Out on Whole Life

There are a lot of myths around whole life. Get the facts here.

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

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