Category: Retirement Planning

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

Author: Hazel Secco, CFP®, CDFA® Feeling a bit confused about whether to choose Roth 401k or 401k? You’re…

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Steps to Rebuild Your Finances Post-Divorce

Author: Hazel Secco, CFP®, CDFA® The paperwork is signed, the boxes are moved, and for the first time…

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How to Make the Most of Your Disney Retirement Benefits: A Guide for Women Leaders

Written by Hazel Secco, CFP®, CDFA® Key Points As a Disney senior leader or executive, your compensation goes…

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A Comprehensive Guide to Retirement Planning for IBM Executives

Author: Hazel Secco, CFP®, CDFA® Key Points: If you’re an executive at IBM, your compensation goes far beyond…

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

Written by Hazel Secco, CFP®, CDFA® As you look ahead to 2026, your mind might be on new…

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

Written by Hazel Secco, CFP®, CDFA® Key Points The end of the year moves at a pace that…

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

Key Points: Women in leadership are often masters at juggling multiple responsibilities: careers, families, friendships, community involvement. But…

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The Complete Guide to Meta Employee Benefits

Written by Hazel Secco, CFP®, CDFA® If you’re a Meta employee or considering joining the company, you’ve probably…

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

Written by Hazel Secco, CFP®, CDFA® Key Points: At some point in your career, you may feel the…

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

Written by Hazel Secco, CFP®, CDFA® Key Points: When a windfall hits your account—whether from a bonus, a…

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