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.

How to Talk to Your Kids About Money When You’re a First-Generation Wealth Builder

Written by Hazel Secco, CFP®, CDFA® Raising kids with more than you had is a goal many of…

Tax Season Is Over – Now the Real Planning Begins: A Month-by-Month Guide for High-Earning Women in Leadership

Written by Hazel Secco, CFP®, CDFA® Tax season may be behind us, but for high-earning women in leadership,…

Underwater Stock Options: What They Mean for You – And What to Do Next

Written by Hazel Secco, CFP®, CDFA® Since President Trump’s sweeping tariff announcement on April 2—dubbed “Liberation Day”— markets…

7 Top Resources for Pharmaceutical Executives

Written by Hazel Secco, CFP®, CDFA® In an industry as complex and fast-moving as pharmaceuticals, knowledge isn’t just…

Home Stock Syndrome™: Why Smart Women Hold Too Much Company Stock — and How to Break Free

Written by Hazel Secco, CFP®, CDFA® Introduction Most of us don’t think twice about trimming down concentrated positions…

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…