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

Risk Tolerance

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

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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Newsletters

Getting the Right Mix

Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.

What Does a Fed Chairman Do?

The Federal Reserve plays an important role in our economy, and the chairman is its most visible player. His behavior is a good source of clues about what the future may hold.

The Benefits of Social Security

Take this quiz to assess how much you know about Social Security benefits.

HOT TOPIC: The Personal Saving Rate: What It Doesn't Mean to You

The term "personal saving rate" can be misleading. It doesn't define "saving" in the same way that most people do. What should the personal saving rate mean to you?

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