MONECO Advisors

07/20/2026

Giving doesn't just make a difference in someone else's life, it can make a difference in yours, too.

Whether it's donating to a cause you care about, volunteering your time, or simply extending a helping hand, acts of generosity have been shown to reduce stress, boost self-esteem, and improve overall well-being.

Read more about the surprising benefits of philanthropy on your well-being:

Discover the power of philanthropy in improving well-being. Learn how giving back can positively impact your mental and physical health.

07/17/2026

Thank you to everyone who joined us for The Fairfield Police Sunset 5K!

We had a great evening connecting with our community, supporting a meaningful cause, and cheering on everyone who came out to participate. Thank you to everyone who has supported our Sock It To Summer drive. Together, we've collected 910 pairs of socks, helping provide an everyday essential to those in need.

We're grateful for the opportunity to be part of this wonderful event that brings together neighbors, families, local organizations, and businesses in support of our community.

Congratulations to everyone who ran, walked, volunteered, cheered, and helped make the event such a success!

07/14/2026

We can’t wait to see everyone tomorrow at The Fairfield Police Sunset 5K! Stop by, say hello, and enjoy a great event that brings the community together for an even greater cause. Registration is still open if you’d like to join us!

https://hubs.ly/Q04pwgjZ0

See you at the starting line!

THE FAIRFIELD POLICE SUNSET 5K - Presented by Moneco Advisors is on Wednesday July 15, 2026. It includes the following events: Fairfield Police Sunset 5K Run - Presented by Moneco Advisors, Fairfield Police Sunset .8 MILE untimed WALK - Presented by Moneco Advisors, and FOOD TRUCK TICKET- NON REGIST...

07/13/2026

In case you missed it, the latest webinar in our Financial Wellness series is now available.

In "Making AI Work for You: A Practical Guide to Everyday Efficiency and Staying Safe Online," Moneco Advisors Managing Partner & CEO, Charlie Rocco, shares practical ways to use AI to simplify everyday tasks while offering tips to help you recognize and avoid increasingly sophisticated online scams.

Whether you're just getting started with AI or looking to use it more confidently, this webinar offers simple, actionable insights you can put to use right away.

Watch the replay here: https://hubs.ly/Q04pdLSt0

07/07/2026

It's never too early to start planning your year-end charitable giving.

If you're considering donating complex assets, such as real estate, closely held stock, private equity, or digital currency, to a Donor-Advised Fund (DAF), keep in mind that these gifts often require additional due diligence, valuations, and legal review.

Starting the conversation now gives you more time to create a thoughtful giving strategy, avoid the year-end rush, and maximize the impact of your philanthropy.

Comprehensive financial planning includes planning for generosity. At Moneco Advisors, we're here to help.

07/02/2026

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 the 250th anniversary of American independence, we’re taking a moment to appreciate the spirit behind it all, freedom, opportunity, and building something better together.

It’s also a great time to step back, enjoy the long weekend, and spend time with family and friends. Whether you’re heading to a cookout, watching fireworks, or just relaxing, we hope it’s a great one.

Wishing everyone a safe, happy, and meaningful Independence Day.

07/01/2026

This month, we’re focusing on giving strategies and the many ways intentional planning can help align your financial life with what matters most to you.

Thoughtful giving goes beyond generosity, it’s about creating structure around your values so your impact is both meaningful and sustainable over time. Whether through early planning, integrating philanthropy into a broader financial or estate strategy, or simply being more intentional about how and when you give, there are a variety of approaches that can support your goals.

Over the course of the month, we’ll share ideas, strategies, and considerations to help you think more intentionally about giving and how it fits into your bigger financial picture.

06/30/2026

Just two weeks to go until The Fairfield Police Sunset 5K presented by Moneco Advisors!

Whether you’re running, walking, cheering from the sidelines, or just stopping by to enjoy the evening, we’d love to see you there. Enjoy great food, drinks, and beautiful views at Jennings Beach while coming together in support of the Fairfield Police Union Scholarship Fund and the Fairfield Police Foundation.

If you’re able, please consider bringing new white socks to support our “Sock It to Summer” drive and help make a difference in our community.

Click here to sign up: https://hubs.ly/Q04n6D3T0

06/29/2026

Your beneficiary designations may be one of the most important, and most overlooked, parts of your financial plan.

Many people don't realize that beneficiary designations on retirement accounts, life insurance policies, and certain other financial accounts generally take precedence over what's written in a will. That's why it's important to review them regularly, especially after major life events such as marriage, divorce, the birth of a child, or the loss of a loved one.

Taking just a few minutes to confirm your beneficiaries are up to date can help ensure your assets are distributed according to your wishes and provide peace of mind for those you care about most.

At Moneco Advisors, we believe financial planning isn't just about growing wealth, it's also about protecting your legacy and making sure your plan continues to reflect your goals.

06/27/2026

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://hubs.ly/Q04mwtcC0

When people think about financial planning, they often focus on growing wealth through saving and investing. While that is certainly part of the picture, it only tells half the story. Just as important, if not more important, is making sure what you have built is actually protected. A strong financi...