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.

Staying Resilient in a Volatile Market: What Women Investors Need to Know

Written by Hazel Secco, CFP®, CDFA® Market Volatility: What’s Happening & Why It Matters In recent months, financial…

Can You Retire Comfortably and Pay for Your Children’s Education?

Written by Hazel Secco, CFP®, CDFA® Life can feel like a constant juggling act as a Gen X….

Is Long Term Care Insurance Worth It? Honest Answers From a Financial Planner

Written by Hazel Secco, CFP®, CDFA® Let’s talk about something that affects many of us and our loved…

The Truth About Inflation’s Hidden Impact on Retirement Savings

Written by Hazel Secco, CFP®, CDFA® The harsh truth about inflation and retirement became crystal clear when U.S….

Capital Losses 101: A Simple, Easy-To-Understand Guide

Written by Hazel Secco, CFP®, CDFA® That uneasy feeling when you see an investment worth less than what…

Is a Financial Advisor Worth the Investment? Let’s Find Out

Written by Hazel Secco, CFP®, CDFA® Is It Worth Paying a Financial Advisor? The answer hinges on whether…

How a Financial Advisor Can Simplify Your Estate Planning Process

Written by Hazel Secco, CFP®, CDFA® Does estate planning always seem to fall to the bottom of your…

Retirement Strategies for Single Women Over 50: How to Build Financial Confidence

Written by Hazel Secco, CFP®, CDFA® Does planning for retirement on your own feel overwhelming? You’re not alone….

The 5 Best Holiday Gifts for Grandchildren

Written by Hazel Secco, CFP®, CDFA® Have you started your holiday shopping yet? Instead of giving gifts that…

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…

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…