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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
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Bonds may outperform stocks one year only to have stocks rebound the next.
Here are 5 reason why you may consider working through retirement.
Healthy habits are one of the greatest gifts to give your child.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your capital gains tax.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Do you have causes that you want to support with donations? Here are three tips.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
How do the markets usually react to elections? Was the 2016 election any different?
With alternative investments, it’s critical to sort through the complexity.
Around the country, attitudes about retirement are shifting.