The Junk Drawer Approach to Investing Suddenly Single: 3 Steps to Take Now Emerging Market Opportunities Global and International Funds

 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.

 

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Capital Gains Tax Estimator

Use this calculator to estimate your income tax liability, along with average and marginal tax rates.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

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The Rule of 72

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