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.

Rewriting Your Money Story: A Guide to Financial Mindset Transformation

Rewriting Your Money Story: A Guide to Financial Mindset Transformation Written by Hazel Secco, CFP®, CDFA® Does looking…

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…

Navigating Sudden Wealth Syndrome with Confidence: Coping with an Unexpected Inheritance

Navigating Sudden Wealth Syndrome with Confidence Recently Got a Financial Windfall. Now What? Written by Hazel Secco, CFP®,…

Last-Minute Year-End Tax Moves to Help Maximize Your Savings

Last-Minute Year-End Tax Moves to Help Maximize Your Savings Written by Hazel Secco, CFP®, CDFA® With the year…

Medicare Open Enrollment: Your Guide to Optimal Coverage

Medicare Open Enrollment Starts Soon: Here’s What You Need to Know Written By Hazel Secco Medicare Open Enrollment…

Stock Option Vesting: The Professional Woman’s Guide to Retirement Planning

Written by Hazel Secco, CFP®, CDFA® It’s no secret that women are underrepresented in senior leadership roles. Despite this…

What Happens To My Equity Compensation When I’m Laid Off

Written by Hazel Secco, CFP®, CDFA® Taking Control of Your Future After a Job Change Finding out your…

Medicare: Key Considerations for Retirement Planning

Written by Hazel Secco, CFP®, CDFA® Medicare is available to most U.S. citizens and legal residents starting at…

A Woman’s Guide to Retirement Planning with Equity Compensation (RSUs, Stock Options & ESPPs)

Written by Hazel Secco, CFP®, CDFA® Equity compensation plays a major role in retirement planning for many women…

Maximize Your Retirement with HSAs

Written by Hazel Secco, CFP®, CDFA® The Triple Tax Benefits: Using HSA for Retirement When planning for retirement,…

Do You Pay Taxes on Social Security?

Written by Hazel Secco, CFP®, CDFA® As you approach retirement, one important question often comes up: Do you…

How To Manage Money After Losing a Spouse

Written by Hazel Secco, CFP®, CDFA® Losing a spouse is a devastating event that brings emotional turmoil and…