How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

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Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

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When Markets React

When markets shift, experienced investors stick to their strategy.

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

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Your Future is our business

kNOWLEDGE IS POWER

It’s also the foundation for intelligent, well-considered decisions.

When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. As financial professionals, we are committed to helping people just like you create solutions for their retirement assets.

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At Monat WE have you- and only you- in mind

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up

At Monat Wealth Management, we not only work as a team towards accomplishing your comprehensive financial planning needs, but we also work with your other existing professionals. Whether it's collaborating with your CPA on tax planning or your attorney on estate planning, we find that complimentary relationships with these professionals is critical to your success.

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