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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An Arm and a Leg
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.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
The Rule of 72
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.
The History of Retirement
Do you know where the idea of “retirement” comes from?
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
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Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
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Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?