By Hazel Secco, CFP ®, CDFA ® Being charitable is not only a noble act but also a financially savvy one when it comes to tax savings. One such strategy that allows taxpayers to maximize the impact of their giving… Read More »A Guide to Bunching Charitable Contributions
A Guide to Making Better Financial Decisions By Hazel Secco, CFP®, CDFA® Welcome to our comprehensive guide to making better financial decisions. In today’s busy world, it’s important to know how to make smart financial choices. Whether you’re planning for… Read More »Three Keys to Making Better Financial Decisions
The Power of Donating Stock to Charity By Hazel Secco, CFP®, CDFA® Ever thought about how good it feels to support a cause close to your heart, especially when it aligns perfectly with your values? Well, what if I told… Read More »Charitable Giving Strategies: The Power of Donating Stock
7 Best Health and Wellness Podcasts for Women by Hazel Secco, CFP ®, CDFA ® Women are responsible for everything from A-Z in life. They have to take care of their children, their spouses, their parents, and lastly themselves…being a… Read More »7 Top Women’s Wellness Podcasts
Top 3 Reasons to Consider Firing a Financial Advisor Are you a woman who is recently divorced or widowed? It might be time to consider finding a new financial advisor. In this blog post, we will discuss the top three… Read More »Top 3 Reasons to Fire a Financial Advisor
7 Best Financial Podcasts to Listen to in 2024 By Hazel Secco, CFP®, CDFA® As women, our financial literacy statistically falls short in comparison to men. Often times, household finances are handled by the “man of the house” and women… Read More »7 Top Financial Podcasts for Women
Retirement Planning Strategies for Female Executives As we explore the terrain of retirement for women, it’s clear that a one-size-fits-all strategy is no longer viable. We have a pressing need to redefine women’s retirement now more than ever before. Think… Read More »Redefining Retirement for Female Executives
The New 529 Plan Rules: An Option to Save for College and Retirement Key takeaways 529 plans offer tremendous benefits, especially when earmarked for education expenses, thanks to their potential tax advantages. These plans have always been a go-to choice… Read More »The Secure Act 2.0: Unlocking 529 to Roth IRA Conversion
Subscribe for more episodes to dive deeper into the intersection of women and money on this top 10 women’s finance podcast hosted by Hazel Secco, CFP, and CDFA. Tune in to a women and money podcast that is genuinely honest… Read More »Finding Your Financial Wellness: Tips for Choosing the Right Financial Advisor
Written by Hazel Secco, CFP ®, CDFA ® What is a CDFA? A Certified Divorce Financial Analyst (CDFA) offers divorce financial planning, including invaluable insight and guidance on navigating the financial complexities of divorce. Simply put, a CDFA is a… Read More »Difference between a CDFA and a CFP