MONECO Advisors

MONECO Advisors Our objective is to help you lead the one life you have, the best you can. Securities through LPL Financial, Member FINRA/SIPC. www.finra.org, www.sipc.org.

Investment advice offered through MONECO Advisors, LLC, a registered investment advisor and a separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residen

ts of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​

This month, we’re focusing on an important part of financial planning: healthcare.From preparing for Medicare and incorp...
09/01/2026

This month, we’re focusing on an important part of financial planning: healthcare.

From preparing for Medicare and incorporating healthcare costs into your retirement plan to understanding HSAs, long-term care planning, and navigating financial matters after the loss of a loved one, healthcare and financial planning often go hand in hand.

Throughout the month, we’ll be sharing insights and resources around how to prepare for the expected, and plan for the unexpected, so you and your family can feel more confident about the future.

Stay tuned for more throughout the month!

08/28/2026

Our August 2026 Advisor Insights Blog focuses on "Back-to-School Planning: Making College Savings Part of the Conversation" with Todd Schroeder, Managing Partner at Moneco Advisors.

See his full perspective here: https://hubs.ly/Q04vCfvQ0

08/27/2026

Just Released: Our August 2026 Moneco Wealth of Knowledge Newsletter

Practical guidance. Real conversations. Clear next steps.

Read the full newsletter here: https://hubs.ly/Q04vzx4F0

Planning for College? Federal Student Loan Changes Are Coming. Starting with the 2026–27 academic year, new federal stud...
08/21/2026

Planning for College? Federal Student Loan Changes Are Coming.

Starting with the 2026–27 academic year, new federal student loan rules will change how students and families can finance higher education. Here are a few key changes to know:

• Graduate PLUS loans are being eliminated for new borrowers, with new limits on federal borrowing for graduate and professional students.
• Parent PLUS loans will be capped at $20,000 per year per student, with a $65,000 lifetime limit per student.
• Federal borrowing limits are becoming more restrictive, meaning some students and families may have a larger gap between the cost of college and the amount they can borrow federally.

For families planning for college, these changes make it even more important to look beyond the FAFSA and consider the bigger financial picture. Saving early, comparing net costs, understanding borrowing options, and balancing college savings with other financial goals can all play a role in creating a sustainable plan.

If you’re planning for a child’s education, now may be a good time to revisit your college funding strategy and understand how these changes could affect your family.

Back-to-school shopping? Don’t forget about Connecticut’s Tax-Free Week!Now through Saturday, August 22, qualifying clot...
08/17/2026

Back-to-school shopping? Don’t forget about Connecticut’s Tax-Free Week!

Now through Saturday, August 22, qualifying clothing and footwear priced under $300 per item, plus eligible school supplies, can be purchased tax-free.

Whether you’re checking off your back-to-school list or just stocking up on essentials, it’s a great time to save a little extra.

See the full list of qualifying items and rules from the CT Department of Revenue Services: https://hubs.ly/Q04tb2NT0

Sending your child off to college? There’s more to prepare for than just move-in day.You’ve probably thought about tuiti...
08/14/2026

Sending your child off to college? There’s more to prepare for than just move-in day.

You’ve probably thought about tuition, textbooks, and health coverage. But there are a couple of other protections worth considering before they head to campus.

1. Tuition Insurance: If your student has to unexpectedly withdraw from school due to a covered reason, tuition insurance may help protect the money you’ve already invested.

2. Renters Insurance: Laptops, phones, jewelry, and other belongings can add up quickly. Renters insurance may help protect your student’s personal property from theft, fire, and other covered losses.

Before move-in day, make sure insurance is on your checklist, too.

Parents spend years preparing their children for college and their careers, but one of the most valuable lessons often i...
08/11/2026

Parents spend years preparing their children for college and their careers, but one of the most valuable lessons often isn't taught in the classroom: financial literacy.

Before young adults head to college or begin their first job, it's important they understand the fundamentals of managing money. Learning how to create a budget, build savings, navigate student loans, evaluate employer-sponsored benefits, contribute to a 401(k), and understand health insurance can help them make more informed financial decisions from day one.

These early conversations may seem small, but the habits developed today can shape financial confidence and long-term success for years to come.

What financial lesson do you think every young adult should know before leaving home?

Please join us in welcoming the newest members of our Wealth Management Team who have joined Moneco Advisors in 2026!We'...
08/05/2026

Please join us in welcoming the newest members of our Wealth Management Team who have joined Moneco Advisors in 2026!

We're excited to introduce:

• Kyle Cirillo, Relationship Manager
• Allie Koch, Associate Wealth Advisor
• Constantine Poulakis, Relationship Manager
• Lila Sullivan, Relationship Manager
• Nick Warner, Relationship Manager

As Moneco Advisors continues to grow, we’re grateful to welcome talented individuals who share our commitment to supporting clients and building meaningful relationships. We look forward to the dedication, collaboration, and energy they’ll bring to Moneco and the clients we proudly serve.

Welcome to Moneco Advisors, Kyle, Allie, Constantine, Lila, and Nick! We’re happy to have you with us.

As summer winds down and a new school year begins, it's a great time to think beyond school supplies and class schedules...
08/03/2026

As summer winds down and a new school year begins, it's a great time to think beyond school supplies and class schedules. Back-to-school season also brings important financial decisions for students, parents, and families alike.

Throughout August, we'll be diving into topics like using 529 plans as part of a long-term wealth strategy, navigating the FAFSA, teaching kids healthy financial habits, understanding insurance considerations for college students, and how financial planning evolves through every stage of life. Whether you're sending a child to kindergarten, college, or simply planning for what's next, we're here to help you make informed financial decisions every step of the way.

Join us throughout the month as we share practical insights to help you prepare for the school year and build confidence in your financial future.

07/31/2026

Our July 2026 Advisor Insights Blog focuses on "Making an Impact: How to Choose the Right Charitable Giving Strategy " with Colleen Galushko, Partner at Moneco Advisors.

See her full perspective here: https://hubs.ly/Q04rkD0v0

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2150 Post Road, Ste 201
Fairfield, CT
06824

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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