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1563 Postal Road Suite 2A
P.O. Box 462
Chester, MD 21619

Sullivan Financial, LLC

410.820.0394

 
A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days

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.

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A quick look at how federal income taxes work.

Investments

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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This calculator helps estimate your federal estate tax liability.

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Enter various payment options and determine how long it may take to pay off a credit card.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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There are a number of ways to withdraw money from a qualified retirement plan.

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5 Smart Investing Strategies

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

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Have you found yourself suddenly single? Here are 3 steps to take right now.

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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

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Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

It May Be Time for a Financial Checkup

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