Colleen Galushko, Financial Planner, Moneco Advisors

Colleen Galushko, Financial Planner, Moneco Advisors A financial planner who specializes in helping women and their families who are in transition from a recent divorce or other life changing event.

Creates a financial plan that fits their new life. Empowers those in transition.

Merry Christmas from all of us at Moneco Advisors! For those celebrating, we wish you and your loved ones a safe, joyful...
12/24/2025

Merry Christmas from all of us at Moneco Advisors! For those celebrating, we wish you and your loved ones a safe, joyful, and meaningful holiday season.

Please note that our offices, along with the U.S. financial markets, will close early today at 1:00 p.m. We will be closed on Thursday, December 25, in observance of the Christmas holiday, as well as Friday, December 26. We will reopen on Monday, December 29, ready to help you prepare for the New Year ahead.

Best wishes for a wonderful holiday!

Our December Advisor Insights blog focuses on best practices for smart cash management for business owners. Check out th...
12/19/2025

Our December Advisor Insights blog focuses on best practices for smart cash management for business owners. Check out the blog from Charlie Rocco, JD/MBA, CFP®, CIMA® here: https://ow.ly/jazf50XLauF

Just Released: Our December edition of the "Wealth of Knowledge" is here. Your go-to source for timely insights and prac...
12/17/2025

Just Released: Our December edition of the "Wealth of Knowledge" is here. Your go-to source for timely insights and practical financial guidance.

This month’s issue highlights resources for small business owners, community involvement, our new webinar series launching in January, and a look at what’s ahead for 2026!

Click below to read more: https://monecoadvisors.com/insights/wealth-of-knowledge-small-business-insights/

We’re humbled to announce that Moneco Advisors has been recognized today as one of 60 "Best RIAs to Work For - 2025" in ...
12/11/2025

We’re humbled to announce that Moneco Advisors has been recognized today as one of 60 "Best RIAs to Work For - 2025" in the United States, by Financial Planning (https://ow.ly/XTgI50XHEpx).

This honor reflects our team's commitment to leadership, workplace culture, and client-first service.

We are sending a huge thank you to our motivated team members across all of our practice locations in CT, MA, NJ and NY; because your dedication and collaboration make this recognition possible! Read more and view FP's eligibility criteria here: https://ow.ly/65Qw50XHEpw

Honoring International Volunteer Day Today! At Moneco Advisors, we believe real impact comes from showing up. Our team e...
12/05/2025

Honoring International Volunteer Day Today! At Moneco Advisors, we believe real impact comes from showing up. Our team enjoys partnering with local organizations, supporting community events, and investing time and resources into causes that matter.

Throughout Connecticut to New Jersey, from Westchester to the Berkshires, each of our practice offices brings this mission to life in their own unique way. Together, we remain committed to a culture where service isn’t an initiative, it’s a shared purpose.

Learn more about how we get involved in the community:
https://ow.ly/PVvn50XBUsb

We believe in giving back to the communities that we live in. We work with multiple organizations, from local organizations to National charities.

It is a special day at Moneco Advisors today as we celebrate two of my dynamic team members for earning notable industry...
12/04/2025

It is a special day at Moneco Advisors today as we celebrate two of my dynamic team members for earning notable industry recognitions.

My colleagues, Principal Wealth Advisor, Stephanie Van Albert, CFP® has been honored as a Next Gen Rising Star by ThinkAdvisor, and our Director of Client Services, Maria Harrison (Tapia-Paez), has been recognized by the Westfair Business Journals as a Hispanic Business Innovator.

I congratulate them for their hard work and the meaningful impact they make every day! Both will be celebrated this evening; Stephanie in New York City at the ThinkAdvisor Luminaries Awards Ceremony and Maria in White Plains at the Westfair Innovators Awards Gala. Learn more about their award criteria here at: https://ow.ly/wk5x50XAbvI

It's Giving Tuesday! Today is a reminder of the impact that thoughtful generosity can have in our communities. Whether y...
12/02/2025

It's Giving Tuesday! Today is a reminder of the impact that thoughtful generosity can have in our communities. Whether you are an individual, a family, or a small-business owner, charitable giving can play an important role in your long-term financial strategy.

If you are exploring ways to align your plan with the causes that matter most to you, we can help you build a giving approach that reflects your goals and values.

...Cyber Monday is here, and while the big online deals can be exciting, today is also a great reminder of the incredibl...
12/01/2025

...Cyber Monday is here, and while the big online deals can be exciting, today is also a great reminder of the incredible small businesses that strengthen our communities. Many of our clients are small-business owners...people who put everything they have into serving others, creating jobs, and innovating!

As you shop today, consider choosing a local business, an independent maker, or a family-run shop. Your support directly fuels real people and real dreams.

At our firm, we’re proud to stand beside the small-business owners who make our communities stronger. In our December content, we are spotlighting the unique planning needs and opportunities facing business owners, and sharing ways to help protect what's been built thus far, and in planning for what’s ahead.

Here’s to thriving local economies, and the entrepreneurs who make them possible!

🦃 Happy Thanksgiving from all of us at Moneco Advisors!This season, we’re especially grateful for our clients, colleague...
11/27/2025

🦃 Happy Thanksgiving from all of us at Moneco Advisors!

This season, we’re especially grateful for our clients, colleagues, and loved ones. At Moneco, we’re thankful for the trust our clients place in us and inspired by the generosity we see in our community every day.

Wishing you and your family a wonderful Thanksgiving filled with joy, gratitude, and connection.🍂

https://www.linkedin.com/posts/colleengalushko_fairfield-newcanaan-hamden-activity-7396559243140550657-ulVn?utm_source=s...
11/18/2025

https://www.linkedin.com/posts/colleengalushko_fairfield-newcanaan-hamden-activity-7396559243140550657-ulVn?utm_source=share&utm_medium=member_desktop&rcm=ACoAABqiDq4BEuJxbvDNPxIpfJcC0ZoeX3Bunqo

Another inspiring Annual Baron Investment Conference in the books! I'm energized by the ideas shared and look forward to sharing the valuable knowledge and key perspectives with my clients. Thank you, Baron Capital, for an exceptional experience and for your continued dedication and support. ...

Honoring Our Veterans: Today, we pause to honor and thank the brave men and women who have served our country, and the f...
11/11/2025

Honoring Our Veterans: Today, we pause to honor and thank the brave men and women who have served our country, and the families who stand beside them. Your courage, dedication, and sacrifice are deeply appreciated.

From all of us at Moneco Advisors, thank you for your bravery and your service.

Photo source: https://ow.ly/bMft50Xpt4c

Veterans Day National Ceremony is held on Nov. 11 at Arlington National Cemetery.

Our featured topic at Moneco this month of November regards charitable giving. Below please find a recap regarding plann...
11/10/2025

Our featured topic at Moneco this month of November regards charitable giving. Below please find a recap regarding planned giving strategies. The new OBBBA law introduces both opportunities and challenges for donors, especially those who use Donor-Advised Funds.

For many donors, 2025 could be the last year to maximize charitable deductions. Now’s the time to revisit your giving strategy, to consider bunching or accelerating gifts, and to make sure your DAF strategy is working as effectively as possible.

Read the summary by my colleagues on the Moneco Tax team, Johnny Wells, EA and Bill Yeager, CPA: https://ow.ly/fh2A50XpsZf

How the OBBBA Impacts your Planned Giving and DAFs by Bill Yeager, CPA and Johnny Wells, EA of Moneco Advisors.

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06492

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Tuesday 9am - 5pm
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Thursday 9am - 5pm
Friday 9am - 5pm

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Mindful Financial Planner with MONECO Advisors, LLC.

I focus my business on empowering women to take control of their finances.

I take the time to get to know my clients and listen to what their goals are for the future and what concerns and fears they may have. I provide women with a deeper understanding of their finances. I educate them on how to strive towards their future goals by providing a concise financial plan. I pride myself in making my clients feel comfortable with me as I encourage them to ask lots of questions. I don’t talk down to them or over their heads by using financial jargon.

I gain the most satisfaction when I see a client go from being vulnerable, anxious and confused about their finances to become clear and confident about their future. I strive to provide a financial plan that will balance what their expenses are today with the anticipated expenses in the future. I continually update their financial plan as there will be many changes along the way.

I guide them every step of the way to be confident about their financial future.