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
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
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How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Surprises
Making the most of surprises is a great reason to work with us.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Retirement Redefined
Around the country, attitudes about retirement are shifting.