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.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
The federal government requires deceased individuals to file a final income tax return.
Even if you’re young and single, you should still consider protecting yourself.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
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
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The market is as unpredictable as the weather. We’d love to help you prepare.
Even low inflation rates can pose a threat to investment returns.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.