Office policy update regarding COVID-19:
We at Monat Wealth Management have been closely monitoring the updates regarding the COVID-19 virus. We are concerned not only for the health and and welfare of our clientele, but also our staff. Our Waterloo and Jesup offices will remain open for staff at this time but we are ceasing all in office appointments and visits. We will be scheduling phone reviews and conference calls as needed for our clients. We will, as always, be available over the phone if you have any questions or concerns.
We will continue to monitor the situation both with the markets and with the virus itself and we will keep you updated on any changes to our policy.
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All about how missing the best market days (or the worst!) might affect your portfolio.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
There are four very good reasons to start investing. Do you know what they are?
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Are women prepared for a 20-year retirement?
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate your monthly and annual income from various IRA types.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
What are your options for investing in emerging markets?
Taking your Social Security benefits at the right time may help maximize your benefit.
It’s never a bad time to speak with your financial advisor about changes in your situation.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
How does your ideal retirement differ from reality, and what can we do to better align the two?
Investors seeking world investments can choose between global and international funds. What's the difference?