Privacy Policy

Privacy Policy: Keeping Your Financial Ascent Secure

Hi, Tony here. As the Monthly Money Man, I know that security and trust are the foundations of any successful financial plan. The same goes for your information.

This policy explains what information I collect on Monthly Money and, most importantly, how I protect it.

The data controller for this website is Monthly Money LLC.

1. What Information We Collect

When you visit Monthly Money, there are two main ways information might be collected:

A. Information You Voluntarily Provide (Direct Contact)

This is information you willingly share when you reach out to me:

  • Contact Form: If you use the “Connect” form to send me a message, I collect your Name and Email Address.
    • Purpose: I only use this information to respond to your specific inquiry, thank you for your suggestion, or follow up on your comment. I do not add you to a newsletter list unless you explicitly sign up for one.
  • Email Newsletter (If Applicable): If you opt-in to my email list (to receive my monthly tips or exclusive guides), I collect your Email Address and sometimes your first name.
    • Purpose: To send you the requested content and updates about the blog. Every email always includes an easy-to-use “unsubscribe” link.

B. Automatically Collected Information (Website Analytics)

Like almost all websites, Monthly Money uses standard, non-personally identifiable tools to understand how people use the site.

  • Usage Data: This includes your IP address, browser type, operating system, and the pages you visit.
    • Purpose: This helps me understand which articles—like the “Dual Ascent” guides or the retirement math posts—are most helpful to Ascenders so I can create more of what you need.
  • Cookies: These are small data files stored on your computer.
    • Purpose: We use standard session cookies to make the site function correctly and sometimes persistent cookies for analytics (like seeing if you’ve been here before) or for remembering your preferences. You can always disable cookies in your browser settings.

2. How We Keep Your Information Safe

I take reasonable steps to protect the information submitted to Monthly Money from loss, misuse, and unauthorized access. Remember, however, no internet transmission is 100% secure. Rest assured, I do not sell, trade, or rent your personal information to third parties.

3. Third-Party Links

Monthly Money includes links to other helpful, trusted resources (like brokerage sites, college savings plan sites, or government tax sites). Once you click on those links and leave this site, you are subject to the privacy policies of those third-party sites. I encourage you to review their policies.

4. Consent

By using Monthly Money, you hereby consent to this Privacy Policy.