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.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
For many, retirement includes contributing their time and talents to an organization in need.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Understanding the value of a home warranty.
Retirees traveling abroad need to know that their health insurance travels with them.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This questionnaire will help determine your tolerance for investment risk.
This calculator will help determine whether you should invest funds or pay down debt.
Assess whether you are running “in the black” or “in the red” each month.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Here’s a quick guide to checking to see if you have unclaimed money.
With alternative investments, it’s critical to sort through the complexity.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
If you died, what would happen to your email archives, social profiles and online accounts?