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.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Learn when it may not make sense to file a claim on your home insurance.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Second marriages are a trigger event to revisit any existing estate strategies.
Six overlooked tax deductions to help manage your tax bill.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Assess how many days you'll work to pay your federal tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps estimate your federal estate tax liability.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Are Real Estate Investment Trusts right for your portfolio?
Learn how to harness the power of compound interest for your investments.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.