Webinar: Estate Planning Basics – 10/23/25
You’re Invited: Webinar on October 23, 12 Noon for an Estate Planning Basics presentation with Derrek Metz, CRPC® Moneco Managing Partner, Derrek Metz CRPC® (CRPC conferred by College for Financial Planning) will lead an informative financial wellness webinar regarding Estate Planning Basics. This lunch and learn format serves to help families and individuals to better […]
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 […]
Advisor Insights: Estate Planning Tips for The Sandwich Generation
If you’re part of the sandwich generation—caring for aging parents while supporting your own children—getting your estate plan in order isn’t just a smart move, it’s a sanity-saver. But knowing where to begin can feel overwhelming. The idea of hiring a lawyer and paying by the hour just to understand the basics? Not exactly appealing. […]
Weekly Wealth of Knowledge – Aligning Investments With Your Values
Celebrating Small Businesses This December! We’re thrilled to continue supporting and celebrating small businesses this month. In our December 11th newsletter, we’re spotlighting the following: Advisor Insights: Aligning Investments With Your Values Community: Best Places To Work Planning/Market: The Jobs Report If you enjoy our content, don’t forget to connect with us on Facebook, Linkedin, and X. Explore […]
Advisor Insights: Teaching Kids to Be Charitable
Leaving a Legacy of Giving: Teaching Kids to Be Charitable Using Behavioral Finance Raising kids to be charitable is more than just teaching them to share; it’s about embedding empathy, responsibility, and sound financial habits. Behavioral finance—a field that explores how emotions, habits, and psychology influence financial decisions—tells us that the earlier we establish positive […]