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.
Why Regular Rebalancing Makes Sense
Without your knowing, your investment portfolio could be off-kilter.
You’ve made investments your whole life. Work with us to help make the most of them.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Your credit score may influence how much you pay for auto and home insurance.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Term insurance is the simplest form of life insurance. Here's how it works.
Here are five facts about Social Security that are important to keep in mind.
Building wealth requires protection from the forces of wealth destruction.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate your monthly and annual income from various IRA types.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how long your retirement savings may last using various monthly cash flow rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess how many days you'll work to pay your federal tax liability.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Learn about the importance of having an estate strategy in this helpful and informative video.
An amusing and whimsical look at behavioral finance best practices for investors.
Imagine your ideal post-pandemic retirement with this animated video.
Here’s a crash course on saving for college.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.