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.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Don’t overlook the need for renter’s insurance if you rent your home.
There are ways to improve your physical fitness without denting your fiscal fitness.
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
Do you understand these common mobile slang terms?
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
This article can be a helpful guide when begin preparing for education expenses.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your capital gains tax.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
All about how missing the best market days (or the worst!) might affect your portfolio.
Around the country, attitudes about retirement are shifting.
How does your ideal retirement differ from reality, and what can we do to better align the two?
It's easy to let investments accumulate like old receipts in a junk drawer.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Do you know how to set up your financial goals for success? This knight does.