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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
Lesser Known Provisions of the SECURE Act
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
In the face of divorce, making changes to insurance coverage may be overlooked.
Here are 4 great, and sometimes unexpected, places to raise a family.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
What kind of auto insurance should you have? Do you know?
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.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator demonstrates the power of compound interest.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
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.
Smart investors take the time to separate emotion from fact.
There are three things to consider before dipping into retirement savings to pay for college.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Here’s a crash course on saving for college.