Broker Check

MONECO's Weekly Wealth of Knowledge - Week of 9/13/2021

September 13, 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. September is "back to school" month at MONECO Advisors, where we will be providing you a host of content on everything from financing school supplies, helpful checklists to keep your kids safe this year, saving for college and much, much more!

In this issue:

  • Will Your Retirement Savings Meet Your Future Income Needs? (4 min read)
  • Jobless Claims Plummet (3 min read)
  • Ease Your Student Towards Financial Independence (3 min read)
  • BONUS - Upcoming Webinar: Responsible Investing! 

If you enjoy our Weekly Wealth of Knowledge, don't forget to check out our content on Facebook, Linkedin, and Twitter! 


Will Your Retirement Savings Meet Your Future Income Needs?

Recent data suggests that many over the age of 40 do not have enough money saved for retirement to meet their future income needs once it comes. In addition, despite this, others stated that they will still plan to retire early. If this situation sounds like you or someone you know, working with a financial planning firm such as MONECO Advisors can assist in getting a long term plan in place, to ensure you are prepared.  If we can help, do not hesitate to reach out to the office.


Jobless Claims Plummet

The Labor Department announced that in the week ending September 4th, seasonally adjusted claims for unemployment totaled 310,000, falling by 35,000 to the lowest level since March of 2020. This upbeat report comes at a time when many of the jobless aid programs brought on by the pandemic were set to expire.  

Click here to read the full article


Ease Your Student Towards Financial Independence

They say talk to your kids early and often when it comes to money and financial independence.  This will ensure that they understand the true value of a dollar and gain a greater understanding of what things cost. The key is to build a strong financial foundation, while adapting these discussions overtime, as their needs and wants change. Here is a great article to help guide you through this very important conversation with your children, at all ages and stages of life. If we can help out in any way, do not hesitate to give us a call.

Click here to read the full article


Webinar: Aligning Your Financial Goals With Your Values

Do you have to sacrifice returns to make a positive impact on the environment? Join us for an exclusive informative discussion on why responsible investing matters, the trends in it, the steps you can be taking to align your personal values with your investments and how we can help. Afternoon and evening event time slots available.