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.Learn More
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
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.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
A letter of instruction provides additional and more personal information regarding your estate.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Couples may be able to head off many of the problems in a marriage that money can cause.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate your monthly and annual income from various IRA types.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess how many days you'll work to pay your federal tax liability.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
How do the markets usually react to elections? Was the 2016 election any different?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
How does your ideal retirement differ from reality, and what can we do to better align the two?
What does your home really cost?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?