Advisor Insights: Having Clarity Through Life’s Transitions
Life has a way of surprising us. Sometimes those surprises bring joy and excitement; other times they leave us navigating uncharted waters. Divorce, widowhood, receiving an inheritance, or simply stepping into the role of managing wealth on your own are all transitions that can feel daunting. Yet, within those moments of uncertainty lies the chance […]
Financial Planning That Fits Your Life! Join Moneco at “Fun Girls Night Out” – September 10, 2025
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: Caught In The Middle – The Sandwich Generation
Caught in the Middle: The Sandwich Generation in 2025 – Thoughts from the advisory desk on caring for two generations, and yourself The Sandwich Generation—those caring for both aging parents and growing children—is growing rapidly in size and complexity. Many are working full-time, raising teenagers or launching college students, and beginning to help aging parents […]
Advisor Insights: Navigating Divorce & Financial Planning
New Year, New Beginnings: Navigating Divorce & Financial Planning with Hope As the calendar turns to 2025, many of us embrace the opportunity to reflect, reset, and begin anew. For some, this season of “fresh starts” carries profound significance, particularly for women who are navigating the complexities of divorce. While the holidays are often viewed […]