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.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
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 true cost of raising a child may be far more than you expect.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
What’s the deal with your yearly free credit report?
It's important to make sure your retirement strategy anticipates health-care expenses.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess whether you are running “in the black” or “in the red” each month.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you should be saving for college.
This questionnaire will help determine your tolerance for investment risk.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
How will you weather the ups and downs of the business cycle?
When should you take your Social Security benefit?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What does your home really cost?
Understanding the cycle of investing may help you avoid easy pitfalls.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.