Patience
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
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Goals
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.
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Your Needs
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
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Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
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Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.