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
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
The Business Cycle
How will you weather the ups and downs of the business cycle?
Here are five facts about Social Security that are important to keep in mind.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
Even if you’re young and single, you should still consider protecting yourself.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Estimate your monthly and annual income from various IRA types.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to assess the potential benefits of a home mortgage deduction.
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.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Agent Jane Bond is on the case, cracking the code on bonds.
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Understanding the cycle of investing may help you avoid easy pitfalls.