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We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. Investment and financial planning services are offered by John Monaco through his affiliation with HD Vest.Learn More
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
A change in your mindset during retirement may drive changes to your portfolio.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
As our nation ages, many Americans are turning their attention to caring for aging parents.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Military families face unique challenges, making personal finance even more critical.
Assess how many days you'll work to pay your federal tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you may need to save for retirement.
This calculator will help determine whether you should invest funds or pay down debt.
This questionnaire will help determine your tolerance for investment risk.
Estimate your monthly and annual income from various IRA types.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
There are hundreds of ETFs available. Should you invest in them?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Learn how to harness the power of compound interest for your investments.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.