Moneco Advisors

Securities through LPL Financial, Member FINRA/SIPC. and

[Moneco Advisors @monecoadvisors]

It's never too early to start planning your year-end charitable giving. Complex gifts like real estate, private equity, or digital assets may require extra time for planning. Starting early can help you create a thoughtful strategy and maximize your impact.

#CharitableGiving

[Moneco Advisors @monecoadvisors]

In observance of Independence Day, our office will close at 4:00 PM on Thursday, July 3rd and reopen on Monday, July 6th.

As we celebrate the 4th of July and America's 250th anniversary, we wish you a safe, relaxing holiday filled with family, friends, and celebration.

[Moneco Advisors @monecoadvisors]

This month, we're exploring giving strategies and how intentional planning can help align your finances with what matters most.

From charitable giving to estate planning, we'll share ideas to help you make a lasting impact.

#CharitableGiving #FinancialPlanning

[Moneco Advisors @monecoadvisors]

Just two weeks until The Fairfield Police Sunset 5K presented by Moneco Advisors! Whether you're running, walking, cheering, or just stopping by, we'd love to see you there. Please consider bringing new white socks to support our Sock It to Summer drive.

https://t.co/5PnH0vKGkr

[Moneco Advisors @monecoadvisors]

Your beneficiary designations may be one of the most overlooked parts of your financial plan. Marriage, divorce, children, or other major life changes are good reminders to review them. A quick update today can help protect your wishes for tomorrow.

#FinancialPlanning

[Moneco Advisors @monecoadvisors]

Our June 2026 Advisor Insights Blog focuses on "Safeguarding More Than Just Your Investments" with John Rosenau, Managing Partner at Moneco Advisors.

See his full perspective here: https://t.co/PVktiFjXBm

#advisorinsights #financialplanning #wealthofknowledge

[Moneco Advisors @monecoadvisors]

There's still time to register for our upcoming webinar, Making AI Work For You with Charlie Rocco on June 30. Learn practical ways to use AI in everyday life, save time on common tasks, and protect yourself from AI-powered scams.

Register today: https://t.co/F0SQB0MJiq

[Moneco Advisors @monecoadvisors]

Just Released: Our June 2026 Moneco Wealth of Knowledge Newsletter

Practical guidance. Real conversations. Clear next steps.

Read the full newsletter here: https://t.co/biF6kQzVNA

#awealthofknowledge #financialplanning #community

[Moneco Advisors @monecoadvisors]

Cyber threats can impact more than your devices—they can affect your finances, identity, and long-term security. Taking simple steps before, during, and after an attack can help reduce risk and protect what matters most.

Read more: https://t.co/X8zpcFz6Ou

#FinancialSecurity

[Moneco Advisors @monecoadvisors]

We're excited to bring back the 2nd Annual Sock It to Summer Drive at the Fairfield Police Sunset 5K on July 15!

Donate new white socks at Moneco Advisors, bib pick-up, or our tent on race day to support nOURish Bridgeport.

Every pair makes a difference. #SockItToSummer

[Moneco Advisors @monecoadvisors]

Mid-year is a great time to revisit your portfolio. A quick review can help ensure your investments still align with your goals, risk tolerance, and financial plan.

If it's been a while since you've reviewed your portfolio, now may be a good time.

#FinancialPlanning

[Moneco Advisors @monecoadvisors]

You're invited to our upcoming webinar, "Making AI Work for You: A Practical Guide to Everyday Efficiency and Staying Safe Online" on June 30th, 2026 at 12:00 pm with Managing Partner & CEO, Charlie Rocco.

Register here: https://t.co/xgQHK6jXUR

[Moneco Advisors @monecoadvisors]

The Fairfield Police Sunset 5K is almost here, and we’re gearing up for another record-breaking crowd. Join us on Wednesday, July 15 at 6:30 PM at Jennings Beach in Fairfield, CT for an evening run around the beach area.

Register and learn more here: https://t.co/39KkA30Y9T

[Moneco Advisors @monecoadvisors]

Living well isn’t just about what you build, it’s about protecting it. An emergency financial binder can keep important documents, account details, and key information organized and accessible when it matters most. Preparation starts with intention.

#financialplanning

[Moneco Advisors @monecoadvisors]

In “Built to Last: Financial Strategies for the Small Business Owner,” Moneco Partner Salim Boutagy, CFP® discusses practical strategies to help support long-term business growth and personal financial success.

Catch the replay here: https://t.co/rjrEvrlpNJ

[Moneco Advisors @monecoadvisors]

June is all about Safety & Risk Management.

Before the summer slowdown, it’s a good time to make sure your financial plan is still aligned. Throughout the month, we’ll be covering a range of timely topics designed to help you feel more prepared and protected.

#financialsafety

[Moneco Advisors @monecoadvisors]

Annual Shredding Day is back!

Join us Saturday, June 6, 2026 | 10 AM–1 PM in Fairfield, CT to safely shred documents, declutter, and recycle.

We’ll also be collecting donations for Save A Suit to support veterans entering the workforce.

Hope to see you there!

#community

[Moneco Advisors @monecoadvisors]

Our May 2026 Advisor Insights Blog focuses on "What Every Small Business Owner Should Think About When It Comes to Their Financial Plan" with Moneco Partner Jason Hyde. See his full perspective here: https://t.co/NNdJhc24PB

#advisorinsights #financialplanning #wealthofknowledge

[Moneco Advisors @monecoadvisors]

Just Released: Our May 2026 Moneco Wealth of Knowledge Newsletter

Practical guidance. Real conversations. Clear next steps. Read the full newsletter here: https://t.co/HskxDQxr0T

#awealthofknowledge #financialplanning #community

[Moneco Advisors @monecoadvisors]

Welcome to the team, CFO Capital Management, David Karachuk, CFA, CFP®, and Keith Kolinsky, CFP®! Excited to continue growing with advisors who share our commitment to collaboration, thoughtful planning, and putting clients first.

Full announcement here: https://t.co/aseBIpCuQo