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.
You’ve made investments your whole life. Work with us to help make the most of them.
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.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Apps that help small business owners better manage and grow their business.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
When you’re married and have children, insurance needs will be different.
Lifestyle considerations in creating your retirement portfolio.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate your monthly and annual income from various IRA types.
This calculator helps estimate your federal estate tax liability.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Here are five facts about Social Security that might surprise you.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Do you have causes that you want to support with donations? Here are three tips.
Taking your Social Security benefits at the right time may help maximize your benefit.