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Category: Blog

What a New Widow Should Decide This Year, and What Should Wait

The first-year money decisions a new widow can safely defer 12 months, and the 6 deadlines (COBRA, disclaimer,…
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Microsoft Employee Benefits: The Complete 2026 Guide

Author: Hazel Secco, CFP®, CDFA® Table of Contents Microsoft employee benefits are, dollar for dollar, one of the…

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The 401(k) Catch-Up Rule That Quietly Changed for High-Net-Worth Women

Earned over $150,000 in 2025? Your 2026 401(k) catch-up contributions must now be Roth. What the SECURE 2.0…
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The Inherited IRA 10-Year Rule: How to Draw Down a $1.2 Million IRA When You Are Still Earning $400,000

Inherited IRA 10-year rule, 2026: when annual RMDs apply, the 25% penalty, and four ways to draw down…
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MetLife Employee Benefits: The Complete 2026 Guide

Author: Hazel Secco, CFP®, CDFA® If you work at MetLife, your benefits package runs deeper than the enrollment…

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Amazon Employee Benefits: The Complete 2026 Guide

Author: Hazel Secco, CFP®, CDFA® Table of Contents Amazon employee benefits look generous on paper, and they are….

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Pension Lump Sum or Annuity: How a Woman Executive With $2M Should Decide

Pension lump sum or annuity? How a woman executive with $2M should compare the payout rate, survivor option,…
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Widowed Before 60: What Changes When You Are Still Working, the Kids Are Home, and the Money Is Suddenly Yours

Advice for young widows: what changes with Social Security before 60, your paycheck, the retirement accounts, taxes, the…
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Financial Planning for Women: What Changes When the Money Is Already Built

Financial planning for women with real money to protect: retirement income, single-filer taxes, Social Security timing, and the…
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NJ Retirement Income Exclusion: How a Woman With $2 Million Keeps It, and When to Let It Go

The NJ retirement income exclusion explained for 2026: the $75,000 and $100,000 limits, the two income steps, what…
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