Blog Posts and Insights for Women Navigating Wealth & Life

We share bi-monthly guidance and essential insights on financial planning, investing, retirement planning, money mindset, and career and life transitions.

How to Make the Most of Your Disney Retirement Benefits: A Guide for Women Leaders

Written by Hazel Secco, CFP®, CDFA® Key Points As a Disney senior leader or executive, your compensation goes…

7 Top Financial Podcasts for Women in 2026

Written by Hazel Secco, CFP®, CDFA® As women, our financial literacy statistically falls short in comparison to men….

A Comprehensive Guide to Retirement Planning for IBM Executives

Written by Hazel Secco, CFP®, CDFA® Key Points: If you’re an executive at IBM, your compensation goes far…

How to Make the Most of Your Meta Restricted Stock Units

Written by Hazel Secco, CFP®, CDFA® Key Points If you work at Meta, a meaningful portion of your…

Honored to Be Recognized as a Highly Rated Financial Advisor

Written by Hazel Secco, CFP®, CDFA® I am truly honored to share some personal news: I have been…

2026 Tax and Financial Planning Numbers: A Practical Guide for the New Year

Written by Hazel Secco, CFP®, CDFA® As you look ahead to 2026, your mind might be on new…

Tidy Up Your Finances: A One-Hour Money Cleanup Checklist for Busy Women

Written by Hazel Secco, CFP®, CDFA® Key Points The end of the year moves at a pace that…

Scarcity vs. Security: What’s Actually Holding You Back from Feeling Financially Free?

Written by Hazel Secco, CFP®, CDFA® You make good money. You’re responsible. You’ve built a solid career and…

What is Tax Planning Anyway?

How Effective Tax Planning Can Help Your Retirement Income Written by Hazel Secco, CFP®, CDFA® Planning for taxes…

Use These 6 Tips to Close the Year with Financial Clarity (And Strategy)

Written by Hazel Secco, CFP®, CDFA® As the year begins to wind down, it’s natural to pause and…

Tracking Your Financial Health: 5 Numbers Every Woman Should Know (Even If You’re Not a Spreadsheet Person)

Key Points: Women in leadership are often masters at juggling multiple responsibilities: careers, families, friendships, community involvement. But…

The Complete Guide to Meta Employee Benefits

Written by Hazel Secco, CFP®, CDFA® If you’re a Meta employee or considering joining the company, you’ve probably…