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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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.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
How Income Taxes Work
A quick look at how federal income taxes work.
4 Reasons for the Return of Market Volatility
Why have the markets been so volatile recently?
9 Facts About Social Security
There are things about Social Security that might surprise you.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
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Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Saving for College 101
Here’s a crash course on saving for college.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.