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.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Understanding how a stock works is key to understanding your investments.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
Assess how many days you'll work to pay your federal tax liability.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
It's easy to let investments accumulate like the junk in a junk drawer.
If you died, what would happen to your email archives, social profiles and online accounts?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The decision whether to buy or rent a home may have long-term implications.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.