Category: Retirement Planning

How to Calculate Your Retirement Readiness

By Hazel Secco, CFP® CDFA® | Align Financial Solutions Key Points You may have a solid salary, strong…

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Not Ready to Fully Retire? How to Plan a Phased Retirement on Your Terms

Written by Hazel Secco, CFP®, CDFA® If you’re in your late 40s or 50s and you’ve been building…

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What Happens to Your Equity When Your Company Goes Public?

Written by Hazel Secco, CFP® CDFA® If your company is heading toward an Initial Public Offering (IPO), it’s…

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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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