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.

What to Do After a Layoff: A Practical Guide to Regaining Financial Stability

Written by Hazel Secco, CFP®, CDFA® Losing a job can feel emotionally and financially destabilizing. It often arrives…

Is a Roth IRA Conversion Right for You?

Written by Hazel Secco, CFP®, CDFA® Maximizing Retirement Income with Roth Conversion Retirement planning is arguably one of…

How to Choose a Financial Advisor

Written by Hazel Secco, CFP®, CDFA® Navigating your financial life can feel overwhelming. With so many investment choices,…

A Guide to Bunching Charitable Contributions

Written by Hazel Secco, CFP®, CDFA® Key Takeaways Being charitable is not only a noble act but also…

A Guide to Making Better Financial Decisions

By Hazel Secco, CFP®, CDFA® ‍Welcome to our comprehensive guide to making better financial decisions. In today’s busy…

Charitable Giving Strategies: The Power of Donating Stock

Written by Hazel Secco, CFP®, CDFA® Key Takeaways A Smarter Way to Give Back Ever notice how meaningful…

7 Top Women’s Wellness Podcasts

Written by Hazel Secco, CFP®, CDFA® Women are responsible for everything from A-Z in life. They have to…

Top 3 Reasons to Fire a Financial Advisor

Written by Hazel Secco, CFP®, CDFA® Are you a woman who is recently divorced or widowed? It might…

Top Retirement Strategies for Female Executives

Written by Hazel Secco, CFP®, CDFA® As we explore retirement planning for women, it’s clear that a one-size-fits-all…

The Secure Act 2.0: Unlocking 529 to Roth IRA Conversion

Written by Hazel Secco, CFP®, CDFA® Key takeaways 529 plans offer tremendous benefits, especially when earmarked for education…

Difference between a CDFA® and a CFP®

Written by Hazel Secco, CFP®, CDFA® CDFA vs. CFP: Which Specialist Do You Need for Your Divorce? When…

5 Essential Tips To Take Charge of Your Financial Wellness

Written by Hazel Secco, CFP®, CDFA® Our attitude and mindset regarding the management of our financial lives can…