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.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
When to start? Should I continue to work? How can I maximize my benefit?
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Military families face unique challenges, making personal finance even more critical.
Currency has been around for a long time. Here’s a quick history lesson.
A four-step framework for building a personal legacy.
Estimate your monthly and annual income from various IRA types.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator helps estimate your federal estate tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This questionnaire will help determine your tolerance for investment risk.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
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 presentation about managing money: using it, saving it, and even getting credit.
What if instead of buying that vacation home, you invested the money?
All about how missing the best market days (or the worst!) might affect your portfolio.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Have you explored all your options when it comes to managing your taxable income?
Learn how to harness the power of compound interest for your investments.
Learn about what risk tolerance really means in this helpful and insightful video.