Understanding Today’s Financial Environment
Welcome to The Monitor Group! We are an independent financial services and wealth management firm serving families and business owners seeking financial confidence. Financial planning is a tool that aims to pursue freedom and empowerment. We believe education, collaborative planning solutions and excellent customer service help you work towards your financial goals. In an ever-changing economic environment, we are the team of advisors you can trust.
Helpful Content
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
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Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
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How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
The Rule of 72
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.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.