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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 Avantax.Learn More
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Learn a little about worldwide currency in this fun infographic
If you find it hard to attain personal life goals, there’s an app for that!
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Do you have an estate strategy? You should.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Estimate your monthly and annual income from various IRA types.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator demonstrates the power of compound interest.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help determine whether it makes sense to refinance your mortgage.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
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.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
For women, retirement strategy is a long race. It’s helpful to know the route.
Learn how to harness the power of compound interest for your investments.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The decision whether to buy or rent a home may have long-term implications.