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John R. Monaco - Brewster, NY

 
Understanding the SECURE Act Stay Safe with a B.O.P. At Your Back The Long Run: Women and Retirement When Markets React

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 Avantax.

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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

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Helpful Content

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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.

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Estimate how much income may be needed at retirement to maintain your standard of living.

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This calculator helps estimate your federal estate tax liability.

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This calculator can help determine whether it makes sense to refinance your mortgage.

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How federal estate taxes work, plus estate management documents and tactics.

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Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

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In life it often happens that the answers to our most pressing questions are right in our own backyards.

Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.

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