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.Learn More
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
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
The uncertainties we face in retirement can erode our sense of confidence.
Tax preparation may be the perfect time to give the household budget a check-up.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate your monthly and annual income from various IRA types.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Do you know these three personal finance sayings?
Women must be ready to spend, on average, more years in retirement than men.
2018 could be shaping up to be an interesting year.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Agent Jane Bond is on the case, cracking the code on bonds.