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.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Six overlooked tax deductions to help manage your tax bill.
What can be learned from the savings rate?
There are things about Social Security that might surprise you.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Use this calculator to estimate your capital gains tax.
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 may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Agent Jane Bond is on the case, cracking the code on bonds.
Even low inflation rates can pose a threat to investment returns.
When markets shift, experienced investors stick to their strategy.
Understanding the cycle of investing may help you avoid easy pitfalls.
Investors seeking world investments can choose between global and international funds. What's the difference?
What does your home really cost?