Welcome to Monolithe Wealth Planning Group

We believe that our clients will receive the most out of life by spending time engaged in activities which they enjoy and aligning their actions with long term values and goals.  In acting as the center for all of our clients financial needs, we exist to enable our clients to achieve that life, through superior objective financial services designed to simplify and strengthen our clients financial lives.  Clients can expect excellent service within their financial strategy as well as a level of protection through being a part of the Monolithe Wealth Planning Group family as we are their financial guardians.

 
Calculators

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Lease Interest

What's the interest rate on the lease you're considering?

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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Newsletters

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

HOT TOPIC: Breaking Down the Proposed FY 2013 Budget

The 2013 budget released by the White House on February 13 contains proposed fiscal measures that could affect the business and investment climate, the income tax code, and government spending. Considering that Congress will debate and discuss the budget in detail, many of these measures are unlikely to become law as proposed, but they may indicate future developments.

Small Companies Face Costly Cybersecurity Threats

For many small businesses, the Internet is an important tool, but cybersecuity risks are growing. 40% of all targeted Internet attacks are now directed toward companies with fewer than 500 employees, and just over half of small businesses have a basic cybersecurity plan. This article provides tips to the small business owner about how to shore up their online defenses.

Retirement Plans for Small Businesses

With standard 401(k) plans, the amount a company's owners can contribute to their own retirement account is often restricted by how much other employees contribute to the plan. With the safe harbor option, owners may be able to make larger contributions for themselves in exchange for making tax-deductible contributions or "matches" for employees.

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