Eric Schultz, Vice President, Wealth Manager

Eric Schultz, Vice President, Wealth Manager Eric is a Vice President and Wealth Manager at The Monitor Group joining the firm in June 2019.

He holds FINRA Series 7, 63 and 65 registrations through LPL Financial.

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
07/24/2024

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

How many ways can you pay for college? Loans, grants, savings and investments, to name a few.
07/22/2024

How many ways can you pay for college? Loans, grants, savings and investments, to name a few.

This calculator can help you estimate how much you should be saving for college.

What will your family do if you can't earn an income? Here are steps you can take today.
07/19/2024

What will your family do if you can't earn an income? Here are steps you can take today.

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

07/17/2024

Cyber attacks are a growing online threat, but the good news is that you can insure your business!

With increasing wealth comes unique financial challenges.
07/15/2024

With increasing wealth comes unique financial challenges.

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.
07/12/2024

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Are dividends a key component when evaluating investment opportunities? Learn more.
07/10/2024

Are dividends a key component when evaluating investment opportunities? Learn more.

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Tax deferral—the secret weapon for savvy investors. How can this powerful tool work for you?
07/05/2024

Tax deferral—the secret weapon for savvy investors. How can this powerful tool work for you?

Use this calculator to compare the future value of investments with different tax consequences.

07/03/2024

Have you used a junk-drawer approach to manage your investments?

What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.
07/01/2024

What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.

Estimate the total cost in today's dollars of various mortgage alternatives.

Do you know how long it may take for your investments to double in value?
06/28/2024

Do you know how long it may take for your investments to double in value?

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

What would you rather have: \$500 today or a 50% chance at \$2,000 tomorrow? Know your risk profile.
06/26/2024

What would you rather have: \$500 today or a 50% chance at \$2,000 tomorrow? Know your risk profile.

This questionnaire will help determine your tolerance for investment risk.

Address

2600 Tower Oaks Boulevard Suite 220
Rockville, MD
20852

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