DENNIS W. SULLIVAN & ASSOCIATES, INC.
For Savvy, Mature Investors, their Families and their Businesses
Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation.
Dennis W. Sullivan & Associates, Inc. created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.
We're here to help educate you about the basic concepts of financial planning, to help you learn more about who we are, and to give you fast, easy access to market performance and data.
We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information and we wouldn't want you to miss any developments in the area of personal finance.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
How Income Taxes Work
A quick look at how federal income taxes work.
Gaining a better understanding of municipal bonds makes more sense than ever.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Don't let procrastination keep you from pursuing your financial dreams and goals.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess how many days you'll work in 2012 to pay federal tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the financial impact of leasing versus buying an automobile.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Have you explored all of your choices when it comes to managing your taxable income?
$1 million in a diversified portfolio could help finance part of your retirement.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Why are 401(k) plans, annuities, and IRAs so popular?
If you died, what would happen to your email archives, social profiles and online accounts?
Learn how to harness the power of compound interest for your investments.