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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
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
If you find it hard to attain personal life goals, there’s an app for that!
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Building wealth requires protection from the forces of wealth destruction.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you should be saving for college.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps estimate your federal estate tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Around the country, attitudes about retirement are shifting.
When markets shift, experienced investors stick to their strategy.
That big list of dreams and goals isn't the only way to look at your bucket list.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
With alternative investments, it’s critical to sort through the complexity.
There are hundreds of ETFs available. Should you invest in them?