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.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
The New Red Scare: Chinese Ownership of U.S. Debt
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Lifestyle considerations in creating your retirement portfolio.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Can you keep up with your children’s mobile slang?
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
There are a number of ways to withdraw money from a qualified retirement plan.
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
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Around the country, attitudes about retirement are shifting.
Investors seeking world investments can choose between global and international funds. What's the difference?
You’ve made investments your whole life. Work with us to help make the most of them.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Why are 401(k) plans, annuities, and IRAs so popular?
What does your home really cost?