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We at Mahoney & Sullivan Financial Group proudly celebrate 34 years of providing retirement planning, investment management, financial planning and employee benefit consulting to selected clients from coast to coast.
Newsletters
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What’s the Real Return on Your Investments?
Tax rates, interest rates, and inflation can all cut into the value of investment dollars. This article looks at real return on investments.
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Trusts Offer More Than Estate Tax Protection
Find out whether a testamentary trust, living trust, or special-purpose trust can benefit your family.
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Is a Roth 401(k) Right for You?
An overview of the potential benefits, limitations, and rules of Roth 401(k) accounts.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.