Understanding Today’s Financial Environment
For more than a decade, our focus has been to provide unique client-centered strategies to high-net worth individuals and families as well as smaller institutional clients. The Monolithe Wealth Planning Group offers the security and trusted, unbiased knowledge that comes with an independent firm. We are committed to inspiring our clients in making informed decisions through education, communication and service which exceeds their expectations. Everyone at the Monolithe Group has a tremendous passion for managing wealth and will continue building evolving strategies which make sense to investors in the current economy.
Imagine the investment world as a vast constantly moving ocean. We work to build a deep relationship with our clients to make sure we properly define our clients' objectives as we nagivate through this economic ocean with its constant legislative changes and socio-economic objectives. We help build a lighthouse on that destination, and then work towards having our clients ship arrive there in the most efficient way possible. Please take a moment to view our 4 minute video to help explain the value of diversifying investments across an asset allocation and our apporach to protecting and building wealth.
How to Make the Tax Code Work for You
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.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Options When Your CD Matures
Knowing your options when a CD matures can help you make a sound investment decision.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Here's a breakdown of how the federal government spends your tax money.
It may help your business be better prepared in the event of the death of a principal or key employee.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
This calculator can help you estimate how much you should be saving for college.
This calculator demonstrates the power of compound interest.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much of your Social Security benefit may be considered taxable.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
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.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
There are hundreds of ETFs available. Should you invest in them?
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
It's easy to let investments accumulate like the junk in a junk drawer.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.