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.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
One of the most common questions people ask about Social Security is when they should start taking benefits.
Here are 4 great, and sometimes unexpected, places to raise a family.
A four-step framework for building a personal legacy.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
Enter various payment options and determine how long it may take to pay off a credit card.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
How does your ideal retirement differ from reality, and what can we do to better align the two?
That big list of dreams and goals isn't the only way to look at your bucket list.
Are you ready for retirement? Here are five words you should consider.
Women must be ready to spend, on average, more years in retirement than men.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.