Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Visit Our Offices In:

Waterloo - Jesup - Dysart

800-264-0785
contact@monatwealth.com

LinkedIn

 

Stay Safe with a B.O.P. At Your Back The Long Run: Women and Retirement When Markets React No Cash, No Checks, No Problem
Office policy update regarding COVID-19:

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.

Learn more

Helpful Content

Systematic Withdrawals in Retirement

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Eight Mistakes That Can Upend Your Retirement

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

What Smart Investors Know

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

 

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

U.S. Personal Savings Rate

What can be learned from the savings rate?

9 Facts About Social Security

There are things about Social Security that might surprise you.

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

View all articles arrow

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

View all calculators arrow

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

View all presentations arrow

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

When Markets React

When markets shift, experienced investors stick to their strategy.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Rightsizing for Retirement

What does your home really cost?

View all videos arrow