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.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
How Income Taxes Work
A quick look at how federal income taxes work.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Probate can be a completely public process, or it can be managed to include as little information as possible.
The item most homeowners forget on their home improvement project checklist is insurance.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Earnings season can move markets. What is it and why is it important?
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps estimate your federal estate tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
This questionnaire will help determine your tolerance for investment risk.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
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 number of questions and concerns need to be addressed to help you better prepare for retirement living.
How will you weather the ups and downs of the business cycle?
$1 million in a diversified portfolio could help finance part of your retirement.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
What are your options for investing in emerging markets?
Are you ready for retirement? Here are five words you should consider.