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, […]
Wealth of Knowledge – New Beginnings for 2026
The new year brings fresh perspective—an opportunity to consider what’s working well, to celebrate progress, and to thoughtfully consider the goals you’d like to prioritize throughout the months ahead. Whether you’re revisiting your financial goals, thinking through upcoming life changes, or have questions related to financial planning, taxes, charitable giving, etc., we’re always happy to […]
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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: Smart Cash Management for Business Owners
At Moneco, we feel that the most important financial discipline of a small business owner is mastering cash management. It is the fuel that keeps a business moving. Profit matters, but the day-to-day reality of running a company is shaped by cash flow. A thoughtful cash management strategy allows owners to handle uncertainty, invest in […]
Wealth of Knowledge – What you should consider for the New Year?
As we move through the 2025 holiday season, we hope you are able to enjoy meaningful time with family and friends. This time of year offers a welcome opportunity to pause, reflect on the year behind us, celebrate progress and milestones, and thoughtfully consider the goals ahead. As you wrap up the year, please know […]
Webinar – Decoding the U.S. Debt Situation – 1/22/26
Join us for our Webinar Series, beginning on January 22nd, 12 Noon Topic: Decoding the U.S. Debt Situation Jason Hyde, Partner at Moneco Advisors, will lead an engaging webinar on understanding the current U.S. debt landscape. This session is designed to inform and educate, offering valuable insights to help individuals and families navigate the economic […]
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 […]
Wealth of Knowledge – Smart Giving in 2025
Smart charitable giving strategies for 2025 can help you support the causes you care about while aligning your financial plan and maximizing potential tax benefits. As we look ahead toward the 2025 holiday season, we hope you are able to take the time to pause, reflect, and enjoy. This month, we share our insights to […]