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

Credit Card Debt

How Long Will It Take to Pay my Balance?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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Newsletters

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

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