Category: Tax Planning and Optimization

What is Tax Planning Anyway? 

Tax Planning Explained In Plain English By Hazel Secco, CFP ®, CDFA ® Planning for taxes in retirement…

Maximize Your Retirement with HSAs

Using a HSA for Retirement Planning The Triple Tax Benefits: Using HSA for Retirement When planning for retirement,…

Do You Pay Taxes on Social Security?

Do You Pay Taxes on Social Security? What You Need to Know Navigating the realm of retirement planning…

Is a Roth IRA Conversion Right for You?

Maximizing Retirement Income with Roth Conversion By Hazel Secco, CFP ®, CDFA ® Retirement planning is arguably one of the…

Effective Tax Planning Strategies

By Hazel Secco, CFP ®, CDFA ® There’s no getting around the fact that we must pay taxes…