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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 Avantax.Learn More
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
It may help your business be better prepared in the event of the death of a principal or key employee.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess how many days you'll work to pay your federal tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you should be saving for college.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator shows how inflation over the years has impacted purchasing power.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What is your plan for health care during retirement?
$1 million in a diversified portfolio could help finance part of your retirement.
Do you have causes that you want to support with donations? Here are three tips.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
There are hundreds of ETFs available. Should you invest in them?