Maria Tapia-Paez Named As Westfair Business Journal’s Hispanic Innovators Honoree
FOR IMMEDIATE RELEASE Fairfield, Conn. – Moneco Advisors is proud to celebrate a major milestone: Client Services Manager and Executive Team Member Maria Tapia-Paez has been named as a final Honoree in the Hispanic Innovators Awards by Westfair Business Journal. These prestigious awards recognize trailblazing Hispanic professionals who are reshaping the future of financial services […]
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 […]
The Government Shutdown: Key Takeaways by Bill Shafransky, MBA, CFP®, RICP®
The government shut down, again. Interestingly enough, this marks the 20th time a shutdown occurred since 1976. The last time this happened was in 2018, when a 34-day standoff in Washington led to partisan finger-pointing in the media and endless social media debates between everyday Americans, each convinced their view was the right one. And […]
Event – Senior Law Day – 10/09/25
We hope you’ll join us at Senior Law Day in White Plains, NY this coming Thursday, October 9th. Throughout the day, we will be available for one-one-one consultations with attendees regarding financial planning, alongside colleagues covering Social Security, Home Care, Solo Aging, and much more. Join us to meet other professionals, resource tables from local organizations, […]
Advisor Insights: Back to School, Back to Savings
Back-to-School, Back to Savings: Top 5 Must Do’s As the school buses start rolling again and families settle back into fall routines, many parents are reminded that college isn’t as far away as it once seemed. Whether your child is starting kindergarten or their senior year of high school, now is a great time to […]
Wealth of Knowledge – Smart Moves for September
Welcome to the latest edition of Wealth of Knowledge. Moneco Advisors’ monthly newsletter, featuring smart moves for September: Financial Planning Meets Back-to-School Season. As summer has turned to autumn this week, it’s a good time to refocus financial strategies; whether you’ve already sent kids back to class or are getting your own plans in order […]
You’re Invited to our Ribbon Cutting – Moneco Advisors in the Berkshires
You’re Invited! Ribbon Cutting Celebration Where: Moneco Advisors – Berkshires OfficeWhen: Wednesday, September 17th at 11:00 AMGPS address: 101 Hawthorne, Pittsfield, MA When Willow Investments joined Moneco in 2023, we had a vision of growing thoughtfully and sustainably in The Berkshires. Over the past many months, we’ve focused on building strong connections, integrating our teams, […]
Financial Wellness Series – New Canaan Ct Library
You’re Invited to Join Us for Our Moneco Financial Wellness Series! Stay tuned here or give us a call at 203.594.1607 regarding our financial wellness series at the New Canaan Library this Autumn 2025 for topics including: Financial Planning Basics (and Beyond!) Estate Planning Budgeting Basics Financial Wellness Social Security Tax Planning And, more Visit […]
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 […]
9th Annual BEER YOGA Event: Fundraiser for The Bennett Cancer Center & Hope In Motion
DESCRIPTION On June 6th The 9th Annual Beer Yoga Event is happening at 1035 Newfield Avenue in Stamford, CT. Moneco Managing Director, Todd Schroeder and his wife Alyson have been huge supporters of this event for many years. Check out their story on how this event came to be, in the registration link below. Whether […]