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Employee Retirement: 4 Options for Offering Your Workers a Savings Plan

Outside Resource Featured Articles

Providing employee retirement benefits can help build loyalty among your staff and increased job satisfaction. But where can you start?  Business owners will benefit from reading this article on AmericanExpress.com, which features our President & Co-Founder, Dean J. Catino, CFPⓇ, CPWAⓇ. Read “Employee Retirement: 4 Options for Offering Your Workers a Savings Plan” on the American Express website >  

U.S. News and World Report Smarter Investor

8 Ways to Jump-Start Your Retirement Savings

The Monument Wealth Management Team Featured Articles

The best advice is to start now, because time is the most important factor in preparing for retirement. Saving for retirement is a daunting task. It requires cutting back current spending in order to fund an unknown future. We don’t know how long we will live. We don’t know what our future expenses will be. Finally, we don’t know how …

U.S. News and World Report Smarter Investor

How Real Estate Fits Into Your Retirement

The Monument Wealth Management Team Featured Articles

You need to consider the benefits of buying real estate along with the risks. Homeownership used to be considered the American Dream. Most baby boomers grew up with a goal of owning their own home. Now, many members of the younger generation question whether it is a good idea to buy real estate. No wonder – having watched the housing market …

U.S. News and World Report Smarter Investor

The Challenge of Saving for Retirement

The Monument Wealth Management Team Featured Articles

Savings rates are still very low. Here’s how to plan ahead. The current personal savings rate in the United States is not a number to inspire confidence. Yes, it has almost doubled in the past five years. However, the current rate remains only half what it was fifty years ago. Furthermore, not everyone is saving (baby boomers are more likely …

exit your business

Exit Planning: Your Business is an Investment

The Monument Wealth Management Team Featured Articles

Approximately three fourths of our clientele are current or post-sale business owners.  Read this article for advice from financial advisors who have experience with exit planning. In this exit planning article, you will learn about: Predicting the value of your business Maximizing the return on your business investment How to make sure you are on the ‘right track’ to living …

U.S. News and World Report Smarter Investor

Tips to Ensure Your Retirement Income

The Monument Wealth Management Team Featured Articles

In the early 1990’s, I started my career in the financial industry with one of the most well-known Wall Street firms. Many changes have occurred since 1993. Thousands of different investment strategies have been created. Banks and insurance companies have become financial planning and investment firms, and the reverse as well. We have seen technology break down the barriers to access that …