Bernard M. Sullivan Insurance Agency Inc

Financial Services

Paul S. Como, CRPC is a registered representative and offers securities and advisory services through   Lincoln Financial Securities Corporation, Member SIPC.  Lincoln Financial Securities Corporation and Bernard M. Sullivan Insurance Agency are not affiliated.

This site is for informational purposes only, and does not constitute an offer to buy or sell any security mentioned herein. The following information is provided by third party sources. The market research information is obtained from sources deemed reliable, but is not guaranteed. The information is subject to change without notice, and is not intended to be a complete analysis of the security, issuer or industry discussed, and is not to be considered an offer or a solicitation of offers to buy or sell any security.

 

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

Getting to Know Your Beneficiaries

Estate conservation issues may be uncomfortable to face, but there's probably no other aspect that is as simple or inexpensive as designating beneficiaries for employer-sponsored retirement plans, IRAs, and life insurance policies.

Bring Your Life Insurance Home From Work

Only 44% of American households have individual life insurance, a 50-year low. Many workers have life insurance as an employee benefit, however relying on a group policy could mean that coverage ends should a worker's job situation change. This article examines the benefits of term individual insurance and permanent life insurance.

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

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