Moneco Advisors Completes Merger with Lichtenstein Financial & Lichtenstein Tax Consultants, Strengthening Wealth Platform, Launching Moneco Tax
FOR IMMEDIATE RELEASE Moneco Advisors announced today the completion of its merger with Lichtenstein Financial and affiliated tax firm, Lichtenstein Tax Consultants. The two firms completed a multi-year integration process prior to closing, aligning their practices to reduce transition risk while ensuring continuity for both clients and team. This partnership not only reflects Moneco’s disciplined […]
Webinar – Tax Planning Fundamentals – 1/28/26
You’re Invited to our Webinar Series. Join us January 28, 2026 at 1:00 PM. Topic: Tax Planning Fundamentals Join TJ Hickey, an experienced financial planner, Partner and CFP® professional, specializing in tax strategy and wealth management, as he and Johnny Wells, EA of Moneco Tax, lead an informative webinar on Tax Planning Fundamentals. This session […]
Advisor Insights: 10 Charitable Giving Strategies to Maximize Impact
As 2025 winds down, charitable giving is top of mind for many individuals, families, and business owners. Thoughtful giving doesn’t just support the causes you love; it’s also a smart way to strengthen your financial plan, reduce taxes, and shape a legacy. At Moneco Advisors, our fiduciary financial planners help clients integrate philanthropy and planned […]
Advisor Insights: Using QCDs As Part Of A Giving Plan
If you’re looking for a smart and tax-efficient way to give back to your favorite causes, a Qualified Charitable Distribution (QCD) might be the right strategy for you. QCD’s allow individuals aged 70 ½ or older to donate directly from their Individual Retirement Accounts (IRA) to a qualified charity, all while enjoying some significant tax […]