We all know how important our health is, but we don’t always make it a top priority. Given our very busy lives, it can be easy to set healthy choices and routines on the back burner, and wait until there’s a real problem before we give our health the attention it deserves.
This Whistle Stop Report, A Common Sense Guide to Heart Health, spells out the specific steps that can keep us as healthy and as active as possible—for as long as possible. We hope you and your family can incorporate its recommendations to achieve the quality of life you deserve.
For our full report, click below.
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Many people are not aware of it, but a medical revolution is underway. There is now technology that can make it possible to stop disease before it starts by identifying risk factors in the human body long before they impact health.
As you’ll see in this Whistle Stop Report: The Road to Longevity: Living to 120—and Beyond? biomarkers and genome sequencing are being used to reveal specific future health risk. Armed with this knowledge, doctors and their patients can take steps to stop those problems before they have a chance to do damage.
If you’d like to discuss your options for longevity care, please email us here info@mononwealth.com
For our full report, click below.
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We all find ourselves in conversations where it’s important to connect with and understand the other person while still communicating our own aims and point of view. The secret is to ask very insightful questions—and then to be an engaged listener.
This Whistle Stop Report, Insightful Questions That Can Ramp Up Your Success, sets out the most important questions you can ask, along with why, how and when to ask them, to build rapport and increase the chance of generating positive outcomes.
For our full report, click below.
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As you may know, trusts can be a good tool for minimizing taxes, transferring wealth and protecting assets. You may have already set up a trust, or you may hold an inheritance you received in a trust created decades ago.
One challenge can arise when families give up more control over their trusts than they need to, which can potentially put their goals for their trusts at risk. This Whistle Stop Report, Smart Ways to Take Control of a Trust, sets out three options for helping ensure that you’re in the driver’s seat when it comes to maximizing your trust’s effectiveness.
For our full report, click below.
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Certainly, none of us ever wants to face a medical crisis. However, it’s quite likely that you or a loved one will someday receive a serious health diagnosis. And when that happens, it’s important to know what to do.
This Whistle Stop Report, What To Do When the Doctor Has Bad News, spells out how to get a handle on the best steps to take to smooth out the treatment process, along with how to find the help you would need.
For our full report, click below.
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It’s safe to say that just about all of us wants to enjoy a great quality of life and be happy. That’s why we're pleased to deliver this Whistle Stop Report, It’s Time to Get Serious About Your Happiness. It provides a practical three-step process that can help most anyone can use to become happier—something we can all use these days.
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Life insurance is an important tool in many investors’ financial toolkit. But too often, we see people making big—and costly—mistakes when they assess their need for life insurance, and then again when they go to buy that insurance. As a result, the insurance doesn’t deliver the benefits they hope for.
In this month’s Whistle Stop Report, Three Questions to Answer Before You Purchase Life Insurance, we’ll show you how to determine if you even need life insurance in the first place. If you do, we’ll take you through how to decide the amount of insurance you may need—and how to best fund the premiums.
On Wednesday, July 17th we will host our monthly Whistle Stop Event at Woodland Country Club of Carmel. Paul Harrington of Highland Capital Brokerage will be joining us to go over this report. Paul is an expert in the placement of life insurance and has helped many of our clients with their life insurance needs. His expertise will allow him to answer almost any question you may have on your current or planned life insurance products.
This casual buffet breakfast is free of charge and held from 8am to 9am at Woodland Country Club. You can RSVP by calling 317-993-3999 or email info@mononwealth.com
For our full report, click below.
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We see that elite wealth planning is often a major driver behind the success of many of today’s most affluent individuals and families—as well as those who are taking steps to become seriously wealthy. But what is elite wealth planning, exactly, and why does it have such a powerful impact?
In this Whistle Stop Report, Elite Wealth Planning: What It Is and Why It Matters, we’ll show you just what makes elite wealth planning so unique and distinct from the traditional, plain-vanilla financial planning everybody is familiar with. We’ll also reveal how you can make this powerful type of planning an important part of a toolset that can help you grow, protect and enjoy your wealth—for decades to come.
For our full report, click below.
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What if you received a large sum of money out of the blue through an inheritance, settlement, stock options or other type of big payout? While it might seem like all your problems would be solved, the fact is that sudden wealth can come with unexpected issues and challenges.
In this Whistle Stop Report, Sudden Wealth: What Should You Do If You Strike It Rich?, we’ll show you why “getting rich quick” can create serious financial and relationship problems—along with a process to avoid the pitfalls of sudden wealth and get set up for success.
For our full report, click below.
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