Category: Blog

Asset Location Strategy: Which Investments Belong in Which Account

Asset location is where each investment sits across your 401(k), Roth, taxable brokerage, and HSA. The same holding…
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Should You Fire Your Financial Advisor After Divorce?

Written by Hazel Secco, CFP®, a fee-only fiduciary advisor. Table of contents Should you fire your financial advisor…

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MongoDB Employee Benefits: The Complete 2026 Guide

Author: Hazel Secco, CFP®, CDFA® Table of contents MongoDB is another New York flagship: headquartered in midtown, public…

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LinkedIn Employee Benefits: The Complete 2026 Guide

Author: Hazel Secco, CFP®, CDFA® Table of contents LinkedIn occupies a distinctive spot in New York tech: a…

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Netflix Employee Benefits: The Complete 2026 Guide

Author: Hazel Secco, CFP®, CDFA® Table of contents Netflix pays differently than nearly every other large company, and…

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How Much Does a Single Woman Need to Retire? The Real Math

Author: Hazel Secco, CFP®, CDFA® Table of Contents How much does a single woman need to retire? There…

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7 Financial Mistakes Widows Make in the First Two Years

Author: Hazel Secco, CFP®, CDFA® Table of Contents Most of the financial mistakes widows make are reasonable decisions…

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Can I Retire at 60? The Math, the 3 Gap-Year Problems, and a 7-Point Checklist

Can you retire at 60? How much you need, the health insurance and Social Security gap, the tax…
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Is $2 Million Enough to Retire at 60? What It Pays, What Changes the Answer, and 3 Women Who Show It

Is $2 million enough to retire at 60? What it pays per year at 3% to 4%, the…
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Social Security Widow Benefits, Explained: Who Qualifies, How Much, and When to Claim

Social Security widow benefits explained for 2026: who qualifies, how the 71.5% to 100% amount is set, the…
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