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.

Tax Planning Vs. Tax Filing

Navigating the world of income taxes can be daunting. For many, the terms “tax planning” and “tax filing”…

How to Pay State Estimated Taxes: A Guide for Women Leaders with Equity Compensation

State taxes on equity compensation can create unexpected tax bills, especially in high-tax states or if you’ve moved…

Roth vs Traditional 401k: Which is the Best Choice for Your Retirement?

Author: Hazel Secco, CFP®, CDFA® Feeling a bit confused about whether to choose Roth 401k or 401k? You’re…

Asian American Financial Advisors for Asian Americans Building Wealth

Author: Hazel Secco, CFP®, CDFA® Money is rarely just about math; it is often about the silent expectations…

How to Pay Estimated Federal Taxes: A Guide for Women Leaders with Equity Compensation

Key Points Equity compensation like restricted stock units (RSUs) and stock options can create large bursts of taxable…

Steps to Rebuild Your Finances Post-Divorce

Author: Hazel Secco, CFP®, CDFA® The paperwork is signed, the boxes are moved, and for the first time…

Here’s Why Asking “Dumb” Money Questions Is Okay (Even If You’re the Breadwinner)

Author: Hazel Secco, CFP®, CDFA® Key Points: Being a woman comes with a lot of pressure. We’re expected…

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

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

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…