Top 10 Takeaways: LTC & Financial Planning After a Breast Cancer Diagnosis

Salim Boutagy , Partner at Moneco Advisors, Fairfield, connecticut

October is Breast Cancer Awareness Month, a time to support those impacted by the disease and spotlight the many ways we can plan, anticipate, and provide for a secure future after diagnosis. For breast cancer survivors and their families, financial planning is a key part of long-term well-being. At Moneco Advisors this month, we are […]

Wealth of Knowledge – Financial Resilience

Salim Boutagy , Partner at Moneco Advisors, Fairfield, connecticut

Welcome to the Moneco Advisors’ Wealth of Knowledge newsletter with key topics for you to review/share with family and friends. This month, we are focused on the concept of safety in financial planning: Advisor Insights Blog: Financial “Safety Nets”? Market Article: LPL Market Update – June 2025 Safety Topic: Recognizing Emotional Extremes If you have questions on any […]

Advisor Insights: Crafting Your Path to a Fulfilling Retirement

Salim Boutagy , Partner at Moneco Advisors, Fairfield, connecticut

Retirement planning isn’t just about crunching numbers and saving money; it’s about envisioning the life you want to live after decades of hard work and ensuring you have the resources to make it a reality. Whether you’re just starting your career or approaching retirement age, the decisions you make today will shape your future. Here, […]

Advisor Insights: A Fresh Start for Your Finances

Salim Boutagy , Partner at Moneco Advisors, Fairfield, connecticut

New Year Financial Resolutions: A Fresh Start for Your Finances The start of a new year is an ideal time to set fresh goals and embark on a journey toward financial well-being. Making financial resolutions can provide the structure and motivation needed to build a secure future. Whether you’re looking to reduce debt, increase savings, […]

Advisor Insights: Long Term Financial Planning for Breast Cancer Survivors

Salim Boutagy , Partner at Moneco Advisors, Fairfield, connecticut

A breast cancer diagnosis can change life forever. While overcoming the physical and emotional challenges associated with treatment is often the primary focus, the financial impact can be equally significant. For breast cancer survivors, long-term financial planning is essential to ensure stability and peace of mind. With the right strategies, survivors can navigate the financial […]

Advisor Insights: Support & Financial Resources After Breast Cancer Diagnosis

Salim Boutagy , Partner at Moneco Advisors, Fairfield, connecticut

Community Support and Financial Resources After Breast Cancer Diagnosis A breast cancer diagnosis can be a life-altering event, not only emotionally but also financially. For many individuals and their families, the journey through diagnosis, treatment, and recovery is filled with challenges. Fortunately, there are numerous support systems in place to provide both emotional and financial […]

Advisor Insights: Managing Medical Costs During Breast Cancer Treatment

Salim Boutagy , Partner at Moneco Advisors, Fairfield, connecticut

Breast cancer is one of the most prevalent cancers globally, and for many, the emotional toll is accompanied by a significant financial burden. From diagnosis to treatment and follow-up care, the associated costs can quickly become overwhelming. However, by understanding the potential expenses, exploring insurance options, and utilizing available financial resources, you can manage these […]

Advisor Insights: Navigating Student Loans

Salim Boutagy , Partner at Moneco Advisors, Fairfield, connecticut

Navigating Student Loans: A Comprehensive Guide Student loans have become a central part of the modern education experience. With tuition costs rising rapidly over the past few decades, millions of students in the U.S. and worldwide rely on loans to finance their education. While loans can make higher education accessible, they also come with long-term […]

Advisor Insights: Career Planning And Financial Success After Graduation

Salim Boutagy , Partner at Moneco Advisors, Fairfield, connecticut

Career Planning And Financial Success After Graduation: A Roadmap To Long-Term Growth Graduating from college is a monumental step in any person’s life, marking the transition from academic pursuit to real-world application. Along with the sense of achievement, this new chapter brings a mix of excitement and uncertainty. One of the most important aspects of […]

Advisor Insights: Good Money Habits for Children

Salim Boutagy , Partner at Moneco Advisors, Fairfield, connecticut

Good Money Habits for Children: Laying the Foundation for Financial Success Teaching children good money habits is one of the most valuable gifts parents can offer. In a world where financial literacy is increasingly essential, equipping children with the skills to manage money wisely sets them up for long-term success. The earlier they learn these […]