Category: Blog

How to Choose a Financial Advisor

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

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Using a Roth IRA to Buy Your First Home: Rules, Limits, and Whether You Should

Utilizing a Roth IRA for Purchasing Your First Home By Hazel Secco, CFP ®, CDFA ® Purchasing a…

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A Guide to Bunching Charitable Contributions

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

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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…

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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…

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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…

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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…

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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…

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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…

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CDFA vs CFP: Which One Do You Actually Need During a Divorce?

Written by Hazel Secco, CFP®, CDFA® Your attorney handles the law. But who tells you whether the settlement…

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