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.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Military families face unique challenges, making personal finance even more critical.
Five phases to changing unhealthy behaviors.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Medicare’s popular program, offering free gym membership and health education.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Your credit score may influence how much you pay for auto and home insurance.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to compare the future value of investments with different tax consequences.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your capital gains tax.
This calculator will help determine whether you should invest funds or pay down debt.
Enter various payment options and determine how long it may take to pay off a credit card.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
When markets shift, experienced investors stick to their strategy.
What does your home really cost?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Make your retirement as exciting as your next vacation.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?