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MONECO's Weekly Wealth of Knowledge - Week of 4/26/21

April 26, 2021

The Weekly Wealth of Knowledge is your download of this week's most important topics related to financial planning, the markets, and our community. With April being Financial Literacy month at MONECO Advisors, all month long we have been providing you content on the importance of spending, savings, budgeting and investing. Now that April is drawing to a close, get ready for May, Eldercare month, where we will be addressing all those unique financial challenges facing our seniors today.

In this issue:

  • Making Your Tax Bracket Work (2 min video)
  • The "Greening" of the S&P 500 (3 min read)
  • 7 Financial Literacy Lessons For Kids (2 min read)
  • Last Call - Webinar Invite - Turning Points On The Road To Recovery
  • BONUS: Shredding Day!

If you enjoy our Weekly Wealth of Knowledge, don't forget to check out our content on Facebook, Linkedin, and Twitter! This week we have one of our Financial Advisors, Zahya Beall, introducing our latest content and events.


Making Your Tax Bracket Work

With the tax filing deadline for 2020 extended to May 17th this year, we felt it would be helpful to review how our tax code works. The overall federal tax system is a progressive one, with total federal tax burdens a larger percentage of income for higher-income households than for lower-income households. Have a look at the below video to better understand how it works and what it means for you in managing your taxable income. Please note, with the tax filing extension this year, you now have until the deadline on May 17th to make IRA contributions.


The "Greening" of the S&P 500

As we celebrated Earth Day last week, the world, as well as companies across the globe continue to highlight how they are doing their part to reduce their carbon footprint. Investors today are too beginning to want to invest in those companies that are acting responsibility when it comes to the environments that they operate in. By taking a look at the "Greening" of the companies that make up the S&P 500, we can see the shift that is occuring.

Click here to read the full article!


7 Financial Literacy Lessons for Kids

As we close out April and Financial Literacy month at MONECO, it is never to earlier to teach our children the value of a dollar. Here are 7 lessons to help engage your kids on the importance of financial literacy all year long.

Click here to read the full article


Last Call - Webinar Invite: Turning Points on the Road to Recovery

As the world starts to recover from the COVID-19 pandemic and the economic disruption it caused, we are excited to invite you to a timely exclusive webinar — 2021 Outlook: Turning Points On The Road To Recovery. Click below for more information and to register.

Click here to register!


Join Us For Shredding Day!

We will be holding our Annual Shredding Day on May 8th. Come see all of your personally identifiable information get shredded right before your very eyes. In addition, we will also be partnering with Save A Suit (, a local charity based organization that collects professional attire for veterans who are transitioning back into the workforce.
Every ton of recycled paper saves 17 trees, so feel free to bring yourfriends and loved ones along!