Broker Check

MONECO's Weekly Wealth of Knowledge - Week of 5/3/21

May 04, 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 May being Eldercare month at MONECO Advisors, all month long we will be providing you content on surrounding some of the unique financial challenges facing our seniors today. Whether you are in your Golden Years or assisting someone who is, we are confident that you will find the information helpful.

In this issue:

    • What To Look For In A Long Term Care Policy (4 min read)
    • U.S. Consumer Confidence Soars (3 min read)
    • Retiring Wild: National Parks and You (3 min read)
    • 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 Client Relationship Managers, Chris Levene, introducing our latest content and events.


What To Look For In A Long Term Care Policy

To help us kick off Eldercare month at MONECO, we dive right into what to look for when evaluating a potential long term care policy.  LTC insurance is a complex program that is often not fully understood. The following checklist will help you answer some of the big questions that we receive from clients: Do I need it? What will it cover? What is the maximum benefit and elimination period? As always, if you have any questions, we are here to help.

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U.S. Consumer Confidence Soars

Consumer confidence is an economic indicator that measures the degree of optimism that consumers feel about the overall state of the economy and their personal financial situation. As vaccine roll outs continue and the economy continues to fully reopen, a strong report is traditionally a positive sign for what may lay ahead. Last weeks number was the highest in 14 months.

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Retiring Wild: National Parks and You

As a firm, we encourage both clients, advisors and staff to take advantage of the outdoors as much as they can. Fresh air can do wonders, as can a simple walk in the woods. Luckily, here in the United States, we have access to an expansive network of National Parks across the country. When retirement eventually comes, there can be no better time to take advantage of all of these resources.  As we say in the office, "Health is Wealth!"

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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 your friends and loved ones along!