The Truth About Inflation’s Hidden Impact on Retirement Savings Written by Hazel Secco, CFP ®, CDFA ® The harsh truth about inflation and retirement became crystal clear when U.S. inflation hit 8.9 percent in June 2022—the highest jump in almost… Read More »The Truth About Inflation’s Hidden Impact on Retirement Savings
How to Understand Capital Losses: A Simple Guide Written by Hazel Secco, CFP ®, CDFA ® That uneasy feeling when you see an investment worth less than what you paid for it? It’s more common than you think—Nearly 67% of… Read More »How to Understand Capital Losses: A Simple Guide
Are Financial Advisors Worth It? Deciding Between Professional Help and DIY Written by Hazel Secco, CFP ®, CDFA ® Does looking at your investment accounts make your stomach churn? That nagging feeling about whether you’re making the right money moves… Read More »Are Financial Advisors Worth It? Deciding Between Professional Help and DIY
How a Financial Advisor Can Simplify Your Estate Planning Process Written by Hazel Secco, CFP ®, CDFA ® Is estate planning one of those things that always seems to fall to the bottom of your to-do list? It’s easy to… Read More »How a Financial Advisor Can Simplify Your Estate Planning Process
Empower Your Future: Retirement Strategies for Single Women Over 50 Written by Hazel Secco, CFP®, CDFA® Does the thought of planning for retirement on your own feel overwhelming? That uneasy feeling is something many women experience, especially when navigating the… Read More »Empower Your Future: Retirement Strategies for Single Women Over 50
The 5 Best Financial Gifts for Children or Grandchildren Written by Hazel Secco, CFP®, CDFA® Have you started your holiday shopping yet? Instead of giving gifts that might end up collecting dust or breaking in a few months, many families… Read More »The 5 Best Holiday Gifts for Grandchildren
Rewriting Your Money Story: A Guide to Financial Mindset Transformation Written by Hazel Secco, CFP®, CDFA® Does looking at your bank statements make you feel a little panicked? Or maybe you find yourself avoiding conversations about retirement or investing altogether?… Read More »Rewriting Your Money Story: A Guide to Financial Mindset Transformation
Roth vs Traditional 401k: Which is the Best Choice for Your Retirement? Written by Hazel Secco, CFP®, CDFA® Feeling a bit confused about whether to choose Roth or Traditional for your 401k? You’re not alone—this decision trips up even the… Read More »Roth vs Traditional 401k: Which is the Best Choice for Your Retirement?
Navigating Sudden Wealth Syndrome with Confidence Recently Got a Financial Windfall. Now What? Written by Hazel Secco, CFP®, CDFA® Receiving an unexpected inheritance can feel like a whirlwind of emotions—overwhelming, exciting, confusing—all at once. And you’re not alone in feeling… Read More »Navigating Sudden Wealth Syndrome with Confidence: Coping with an Unexpected Inheritance
Last-Minute Year-End Tax Moves to Help Maximize Your Savings Written by Hazel Secco, CFP®, CDFA® With the year wrapping up, now’s a great time to pause and assess your finances. There are still a few weeks left to make adjustments… Read More »Last-Minute Year-End Tax Moves to Help Maximize Your Savings