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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 HD Vest.Learn More
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
What does the Tax Reform and Jobs Act mean for you?
Military families face unique challenges, making personal finance even more critical.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Do you have an estate strategy? You should.
The latest trends in travel reflect a rich menu of exciting new possibilities.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much you have the potential to earn during your working years.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate your monthly and annual income from various IRA types.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Agent Jane Bond is on the case, cracking the code on bonds.
Why are 401(k) plans, annuities, and IRAs so popular?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The market is as unpredictable as the weather. We’d love to help you prepare.
How does your ideal retirement differ from reality, and what can we do to better align the two?