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.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
The History of Retirement
Do you know where the idea of “retirement” comes from?
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Here are some simple and inexpensive energy-saving tips that may help you save money.
There’s a link between debt and stress.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator demonstrates the power of compound interest.
Assess whether you are running “in the black” or “in the red” each month.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
$1 million in a diversified portfolio could help finance part of your retirement.
The decision whether to buy or rent a home may have long-term implications.
What does your home really cost?