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Category: Blog

How Taxes Work in a Brokerage Account (and How to Manage Them)

By Hazel Secco, CFP® CDFA® | Align Financial Solutions If you’ve maxed out your 401(k) and IRA and…

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SIPC Insurance: What It Is and How It Protects Your Brokerage Account

By Hazel Secco, CFP® CDFA® | Align Financial Solutions If you keep money in a bank, you’re probably…

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The Truth About IPOs: What Wall Street Doesn’t Tell Busy, High-Earning Investors

By Hazel Secco, CFP® CDFA® | Align Financial Solutions IPOs are one of the most talked-about corners of…

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Retirement Planning for Bristol-Myers Squibb (BMS) Executives: A CFP®’s Guide to NQDC, Equity Comp, and the Patent-Cliff Window

Author: Hazel Secco, CFP®, CDFA® — Founder, Align Financial Solutions TL;DR — Key takeaways for BMS executives planning…

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How to Calculate Your Retirement Readiness — A Calmer Way to Answer “Do I Have Enough?”

By Hazel Secco, CFP® CDFA® | Align Financial Solutions Key Points It usually shows up at an unexpected…

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The 90-Day Financial Roadmap After a Tech Layoff

Author: Hazel Secco, CFP®, CDFA® Meta is announcing layoffs this Wednesday. If you’re one of the people who…

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What Is a QCD — and Why It May Be the Smartest Charitable Move in Your Retirement Plan

By Hazel Secco, CFP® CDFA® | Align Financial Solutions If you have an IRA and you give to…

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Not Ready to Fully Retire? How to Plan a Phased Retirement on Your Terms

Written by Hazel Secco, CFP®, CDFA® If you’re in your late 40s or 50s and you’ve been building…

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What Happens to Your Equity When Your Company Goes Public?

Written by Hazel Secco, CFP® CDFA® If your company is heading toward an Initial Public Offering (IPO), it’s…

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Why Every Woman Needs a Fee-Only Financial Advisor

Author: Hazel Secco, CFP®, CDFA® Not all financial advisors are created equal — and the way your advisor…

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