Senior Law Day Event – October 9, 2025
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: Five Tips to Help Build Generational Wealth
Top Five Tips to Help Build Multigenerational Wealth Open a credit card for your children 529 Plan Minimize IRD Tax if your brackets allow it Lifetime Gifting Strategies Utilizing Trusts As a CFP® professional working with affluent families for over a decade, I have learned a few tips and strategies to foster multigenerational wealth […]
Introducing Rightirement Wealth Partners at Moneco: A New Era in Wealth Management
FOR IMMEDIATE RELEASE HARRISON, New York – Byrke Sestok, CFP®, Bill Brancaccio, CFP® and Vern Hayden, CFP® of Rightirement Wealth Partners in Harrison, NY/Westchester County are proud to announce their firm’s merger with Moneco Advisors which has practice offices located in CT, MA, NJ and NYC-Metro. This merger brings together a dynamic fiduciary wealth management […]