Condon Financial and Insurance Services

Condon Financial and Insurance Services CERTIFIED FINANCIAL PLANNER™ Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions.

Sean Condon is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, Sean Condon is a Financial Services Professional of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Sean Condon is a Financial Adviser

offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Neither Condon Financial and Insurance Services nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Condon Financial and Insurance Services is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

2 Pleasure Island Road, Suite 2B, Wakefield, MA 01880 978-338-5633

Learn more about what’s currently shaping the markets. Read this quarter’s edition of The Eagle Edge here.https://bit.ly...
04/15/2024

Learn more about what’s currently shaping the markets. Read this quarter’s edition of The Eagle Edge here.
https://bit.ly/3xEugdq

With inflation running a bit hot, the strategists at New York Life Investments share updated scenarios for the price pat...
03/25/2024

With inflation running a bit hot, the strategists at New York Life Investments share updated scenarios for the price path ahead, as well as how investors can consider these risks in their allocation.

This week, Super Tuesday marked a major point of progress in the 2024 U.S. president election.

Inheriting a Roth IRA can provide financial benefits, but understanding the rules and options is crucial. We'll cover ev...
03/13/2024

Inheriting a Roth IRA can provide financial benefits, but understanding the rules and options is crucial. We'll cover everything you need to know in this guide.

While inheriting a Roth IRA can provide financial benefits, understanding the rules and options is crucial. This guide covers taxes and more.

Women on average live longer and require more long-term care than men. Learn more about the importance of being prepared...
03/11/2024

Women on average live longer and require more long-term care than men. Learn more about the importance of being prepared for the unexpected.
https://bit.ly/3IvISOk

Congress recently approved another stopgap to avoid a possible government shutdown until March. While a shutdown won’t g...
02/28/2024

Congress recently approved another stopgap to avoid a possible government shutdown until March. While a shutdown won’t greatly impact your day-to-day life, it could result in these bothersome disruptions.

A government shutdown is still possible if lawmakers can’t agree on funding for key federal programs come March.

In the event of a disability, two-income households are 10% more likely than married couples with a single income to fil...
02/19/2024

In the event of a disability, two-income households are 10% more likely than married couples with a single income to file bankruptcy due to higher fixed expenses*. Learn how you can protect your family’s standard of living by adding individual disability insurance to your plan. *The Two-Income Trap: Are Two Earner Households More Financially Vulnerable?, Center for Economic Studies, June2019

Read how an individual disability insurance policy from New York Life can offer personal income protection in the event of a disability.

Tax diversifying strategies can help retirees during economic volatility by offering protection from inflation and marke...
02/08/2024

Tax diversifying strategies can help retirees during economic volatility by offering protection from inflation and market downturns. Learn more, in this article.

Retirees face unprecedented economic volatility, making it more critical to consider tax-free investment options for their retirement savings.

Click here to read this article about how to protect your future self and when to purchase long-term care insurance.   h...
02/02/2024

Click here to read this article about how to protect your future self and when to purchase long-term care insurance.
https://cbsn.ws/42oeXAI

Want to max at your 401(k) this year? Congress and the IRS greenlighted several new rules that will make it easier for y...
01/29/2024

Want to max at your 401(k) this year? Congress and the IRS greenlighted several new rules that will make it easier for you to save more for retirement.

Among the countless headlines last year, little attention was paid to retirement saving.

Knowing when to sell your small business is the ultimate challenge. So, for you to make all the right moves at the right...
01/25/2024

Knowing when to sell your small business is the ultimate challenge. So, for you to make all the right moves at the right time, here are four takeaways that will get your exit just right.

Wondering when the perfect time is to sell your business? Let's dive into the signs indicating it's time to say goodbye to your business and hello to your next adventure.

01/23/2024

Learn how disability insurance can help protect your most valuable asset by replacing a portion of the income you could lose if a disabling sickness or injury prevents you from working.
https://nyl.co/3U9Ia08

Financial security and retirement planning experts provide answers to important topics to help you plan for your golden ...
01/16/2024

Financial security and retirement planning experts provide answers to important topics to help you plan for your golden years, such as caregiving, social security, and preparing younger generation for retirement.

There are many factors to consider when planning for retirement and calculating financial security, but one factor rarely gets the attention it deserves: caregiving. According to the TIAA Institute, one in five adult Americans provide uncompensated care to loved ones. This care typically requires 24...

Address

2 Pleasure Island Road Suite 2B
Wakefield, MA
01880

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Saturday 9am - 12pm

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