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.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Do You Owe The AMT?
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.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
It sounds simple, but paying yourself first can really pay off.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Would it surprise you to hear that China owns just 8% of the total outstanding debt of the U.S. Government?
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.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you should be saving for college.
Estimate your monthly and annual income from various IRA types.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
$1 million in a diversified portfolio could help finance part of your retirement.
If you died, what would happen to your email archives, social profiles and online accounts?
Why are 401(k) plans, annuities, and IRAs so popular?
Investors seeking world investments can choose between global and international funds. What's the difference?
Estate conservation is too important to put off. Do you have a smart exit strategy?