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Weekly Wealth of Knowledge - Week of 2/20/23

February 21, 2023

The Weekly Wealth of Knowledge is your download of this week's most important topics related to our community, financial planning, and the markets. The theme for February is "generational planning." All month long we will be providing you a host of content about transferring wealth to other members of your family and the appropriate strategies and benefits of doing so.

In this issue:

       •  Team MONECO - Giving Back (2 min read)
       •  5 Most Overlooked Tax Deductions (4 min read)
       •  Treasury Bonds & Notes 101 (3 min read)

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Team MONECO - Giving Back

One of our core beliefs here at MONECO Advisors is getting involved in our local community, and to highlight some of the great work our team and our local partners are doing to make contributions to the towns that we have been fortunate enough to live and work in.

One of the many causes we support is Dress for Success Mid-Fairfield County. The mission of Dress for Success is to empower women to achieve economic independence by providing a network of support, professional attire, and the development tools to help women thrive in work and in life.

MONECO team members volunteer at the Bridgeport, CT location to help support women in the community by putting together interview clothes and providing hands on training for women who are re-entering the workforce and young adults just starting out at their first job.  We do workshops on financial literacy, resume building, and interview skills to build self-confidence and help women break out of poverty and low-income situations.

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5 Most Overlooked Tax Deductions

As we continue to highlight "generational planning" all month long, this week we take a look at taxes; any good wealth transfer strategy should include a closer look at taxes. With the filing deadline coming up in April, here are five of the most overlooked tax deductions and what you should be aware of. As always, if you have any questions, do not hesitate to reach out to the office.

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Treasury Bonds & Notes

As yields on fixed income instruments continue to rise, they are presenting opportunities that the bond market has not seen in years. But not all bonds are created equal. This week we take you back to school to learn about the different instruments the U.S. government issues, to pay for its ongoing expenses.  

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The opinions voiced in this material are for general information only and are not intended to provide specific financial or tax advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.