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MONECO's Weekly Wealth of Knowledge - Week of 12/28/2020

December 28, 2020

The Weekly Wealth of Knowledge is your download of this week's most important topics related to financial planning, the markets, and our community. January is around the corner and the theme of the month is New Year, New You!  MONECO Advisors will be providing you a host of content about new goals, new habits and new financial planning ideas all month long.  

In this issue:

  • Financial Surprises (2 min video)
  • 3 Big 401k Mistakes You May Be Making (2 min read)
  • How to Set Goals for 2021 (2 min read)

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This week, Senior Relationship Manager, Stephanie Van Albert is featured in our introduction video!


Financial Surprises

Surprises are a way of life, but the most important thing is to be prepared and we can help.  Don't be caught off guard, especially when it comes to financial surprises in 2021. Have a look at this video to ensure you are prepared to weather any storm that 2021 may throw at you...Click here to watch the video.


3 Big 401k Mistakes You May Be Making

For many, your company sponsored retirement plan could be your largest investable asset and such should warrant the attention it deserves.  Don't make these common mistakes and be sure to call us and we can do a thorough analysis to ensure that your current plan is inline with your target allocation and risk tolerance.


How to Set Goals for 2021

Most will be looking forward to closing the door on 2020, with wishes for a more "normal" 2021.  That may be inevitable and surely welcoming, but despite the year we have all had, it is still important to set some real goals. Here is a guide to how you and your families can make that happen.