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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A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
5 Things That Seasoned Travelers Are Doing (That You're Not)
A collection of tips from professional travelers.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
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How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
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Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.