Category: Wealth & Investment Strategies

Staying Resilient in a Volatile Market: What Women Investors Need to Know

Written by Hazel Secco, CFP®, CDFA® Market Volatility: What’s Happening & Why It Matters In recent months, financial…

Continue reading

Can You Retire Comfortably and Pay for Your Children’s Education?

Written by Hazel Secco, CFP®, CDFA® Life can feel like a constant juggling act as a Gen X….

Continue reading

Is Long Term Care Insurance Worth It? Honest Answers From a Financial Planner

Written by Hazel Secco, CFP®, CDFA® Let’s talk about something that affects many of us and our loved…

Continue reading

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….

Continue reading

Are Financial Advisors Worth It? Deciding Between Professional Help and DIY

Written by Hazel Secco, CFP®, CDFA® Does looking at your investment accounts make your stomach churn? That nagging…

Continue reading

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…

Continue reading

Medicare Open Enrollment: Your Guide to Optimal Coverage

Medicare Open Enrollment Starts Soon: Here’s What You Need to Know Written By Hazel Secco Medicare Open Enrollment…

Continue reading

Stock Option Vesting: The Professional Woman’s Guide to Retirement Planning

Written by Hazel Secco, CFP®, CDFA® It’s no secret that women are underrepresented in senior leadership roles.  Despite this…

Continue reading

Medicare: Key Considerations for Retirement Planning

Written by Hazel Secco, CFP®, CDFA® Medicare is available to most U.S. citizens and legal residents starting at…

Continue reading

A Woman’s Guide to Retirement Planning with Equity Compensation (RSUs, Stock Options & ESPPs)

Written by Hazel Secco, CFP®, CDFA® Equity compensation plays a major role in retirement planning for many women…

Continue reading