The Weekly Wealth of Knowledge is your download of this week's most important topics related to our community, financial planning, the markets and more! May is "elder care" month at MONECO Advisors. All month long we will be providing you content 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:
- MONECO Insights - Navigating Senior Living (3 min read)
- MONECO In The News (3 min read)
- Best States To Retire In (3 min read)
BONUS: Community Shredding Day & Fairfield Police Sunset 5k
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MONECO In The News
MONECO recently was named in the 2023 Best Places to Work for Financial Advisers by InvestmentNews. This is the second year in a row to be named. MONECO was chosen as one of this year’s top 75 based on employer and employee surveys delving into everything from company culture, benefits, career paths and more.
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MONECO Insights - Navigating Senior Living
As we close out May and "elder care" month, this week the MONECO Insights team takes a look at navigating senior living, specifically the different levels of care available, resources, questions that you need to be asking now should assistance be needed in the future.
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Best States To Retire In
What is the most important aspect of retirement planning?
If you said finances, you’re probably right. But have you ever thought about where the best place is to retire? Being strategic about location can make a big impact on your quality of life, and perhaps help your savings go just a bit further. As always, if you have any questions and how we can model out different scenarios in your financial plan, do not hesitate to give us a call.
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Community Shredding Day & Clothing Drive
Come one, come all! MONECO will be holding its annual Shredding Day on June 17th from 10:00am - 1:00pm at the 2150 Post Road office in Fairfield. The event will take place in the lower parking area, where you will be able to drive right through and if you choose, witness all of your personally identifiable information get shredded right before your very eyes. Clients, friends and members of the community are welcome to attend. We will also be partnering with a local non-profit called Save A Suit, to collect professional attire for veterans that are returning to the workforce. You won't want to miss this one! Register below and if you have any questions, do not hesitate to call the office.
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Fairfield Police Sunset 5k - Presented by MONECO Advisors
The 5th Annual Fairfield Police Sunset 5K is Presented by MONECO Advisors and will be held again this year on July 19th at 6:30P.M. All proceeds will be donated to the Fairfield Police Union Scholarship Fund & the Fairfield Police Foundation. You can run (3.1 mile) or walk (1 mile) course. We were able to increase the number of participants to 1000 this year and do expect to sell out, so don't delay, sign up today for Fairfield's most memorable night of the summer! Sponsorship opportunities available via the registration link as well.
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There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change.
References to markets, asset classes, and sectors are generally regarding the corresponding market index. Indexes are unmanaged statistical composites and cannot be invested into directly. Index performance is not indicative of the performance of any investment and do not reflect fees, expenses, or sales charges. All performance referenced is historical and is no guarantee of future results.