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.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its a of tax scams, spotlighting some ways that people try to separate you from your money.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
At what point can you call a personal vehicle commercial?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
It's important to understand how inflation is reported and how it can affect investments.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much you have the potential to earn during your working years.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Three things to consider before dipping into retirement savings to pay for college.
There’s an alarming difference between perception and reality for current and future retirees.
Learn how to harness the power of compound interest for your investments.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.