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.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
No Cash, No Checks, No Problem
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