Advisor Insights: New Year, New Beginnings: Reassessing Goals
January often inspires reflection on the year ahead and renewed motivation to improve personal finances. While saving more money is a common goal, making meaningful progress starts with understanding what you’re saving for and when those needs will arise. Many people are working toward multiple financial goals at once, such as home renovations, education expenses, […]
Stephanie Van Albert, CFP® of Moneco Advisors Named Finalist in ThinkAdvisor 2025 Luminaries Awards
FOR IMMEDIATE RELEASE Fairfield, Conn. — Moneco Advisors is proud to announce that Principal Wealth Advisor and Executive Team Member, Stephanie Van Albert, CFP®, has been named a Finalist in the ThinkAdvisor 2025 Luminaries Awards in the Next-Gen Rising Star category. Now in its fifth year, the Luminaries Awards spotlight excellence and innovation across financial […]
Webinar – Financial Planning Basics & Beyond – 10/07/2025
You’re Invited! Financial Planning Basics & Beyond Webinar Presented by Moneco Advisors’ Wealth Advisors: Stephanie Van Albert, CFP®, and Kyle ScafarielloWith: Jay Tolisano of CrossCountry Mortgage Please RSVP below by October 6th: 12 to 1 pm Oct 7 Registration Link: https://us06web.zoom.us/webinar/register/WN_wJ2qWU6NSwWDzj7NK1eCdw 5 to 6 pm Oct 7 Registration Link: https://us06web.zoom.us/webinar/register/WN_v07k9xttSaq0KcAqELQeJQ Meeting details: Date: Tuesday, October […]
Event – Financial Planning That Fits Your Life! Join Moneco at “Fun Girls Night Out” – 9/10/25
You are invited to join “Fun Girls Night Out” at Anthony’s Ocean View in New Haven, CT on Wednesday, September 10th from 5 to 9 pm. Learn more/register here. Stephanie Van Albert, CFP® and Principal Wealth Advisor alongside Colleen Galushko, Partner/Financial Planner at Monecoadvisors.com will be on deck, listening for your goals, and sharing resources […]
Advisor Insights: FIRE, Financial Independence Retire Early
In terms of managing finances, you may have heard of the acronym FIRE, which stands for Financial Independence, Retire Early. The FIRE movement has its origins in the 1992 book “Your Money or Your Life” by Vicki Robin and Joe Dominguez, which introduced key principles such as purposeful spending, aggressive saving, and thoughtful investing. The book […]
Advisor Insights: Financial Literacy for College Graduates
What is financial literacy? Financial literacy is often defined as the ability to understand financial concepts and how they pertain to one’s own financial situation. While there is no better time than the present to improve financial literacy, starting earlier is better. The transition from college to the working world is a great time to learn […]
Weekly Wealth of Knowledge – 2025 Planning Takeaways For Businesses & Individuals
Wishing you and yours a wonderful, memorable holiday! In this December 25th newsletter, we’re spotlighting the following: Advisor Insights: Rethinking Retirement Benefits Community: SOARing in 2025 Planning/Market: LPL Plan Comparison Guide If you enjoy our content, don’t forget to connect with us on Facebook, Linkedin, and X. Explore even more financial planning resources, community stories, and insights designed to […]
Advisor Insights: The Importance of Small Business Planning
It’s no secret that running a small business can be challenging. With many small businesses, planning can fall through the cracks. When was the last time you reviewed your financial plan through the lens of your business? While financial planning encompasses all areas of one’s financial life, today we’ll look at two areas where small […]