Understanding Today’s Financial Environment
Welcome, I’m Robert Sullivan, a financial consultant in Chester, Maryland. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
We have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call 410.820.0394.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
A letter of instruction provides additional and more personal information regarding your estate.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Do you have an estate strategy? You should.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Four vacation destinations you might never have thought of.
This calculator can help you estimate how much you should be saving for college.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you may need to save for retirement.
Assess whether you are running “in the black” or “in the red” each month.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Around the country, attitudes about retirement are shifting.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What are your options for investing in emerging markets?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.