Category: Retirement Planning

A Comprehensive Guide to Retirement Planning for IBM Executives

IBM gives you meaningful options to build long-term security and flexibility. Stepping back to see how everything fits…

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2026 Tax and Financial Planning Numbers: A Practical Guide for the New Year

Think of this as a simple guide you can keep nearby as you organize your finances for the…

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Tidy Up Your Finances: A One-Hour Money Cleanup Checklist for Busy Women

You don’t need a weekend retreat or a perfectly color-coded spreadsheet to feel more in control of your…

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Tracking Your Financial Health: 5 Numbers Every Woman Should Know (Even If You’re Not a Spreadsheet Person)

You don’t need to be a spreadsheet person to understand your financial health; just keep an eye on…

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The Complete Guide to Meta Employee Benefits

Each fall, Meta holds its annual open enrollment period. This is your opportunity to review your benefits, make…

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Should You Take a Sabbatical (or Walk Away from Your Job?)

A sabbatical doesn’t have to derail your career or your financial stability. With thoughtful planning, a break can…

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What to Do with a Windfall: RSU Vesting, Bonus Season, and Big Raises

With a clear, intentional plan, your windfall can create greater freedom, reduce stress, and move you closer to…

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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….

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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….

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Roth vs Traditional 401k: Which is the Best Choice for Your Retirement?

Written by Hazel Secco, CFP®, CDFA® Feeling a bit confused about whether to choose Roth or Traditional for…

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