Category: Wealth & Investment Strategies

The Truth About Inflation’s Hidden Impact on Retirement Savings

The Truth About Inflation’s Hidden Impact on Retirement Savings Written by Hazel Secco, CFP ®, CDFA ® The…

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

Are Financial Advisors Worth It? Deciding Between Professional Help and DIY Written by Hazel Secco, CFP ®, CDFA…

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

Roth vs Traditional 401k: Which is the Best Choice for Your Retirement? Written by Hazel Secco, CFP®, CDFA®…

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…

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

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

7 Strategies to Maximize Your ESPP Benefits as a Pharma Executive in 2025

Written by Hazel Secco, CFP®, CDFA® Introduction As a woman in the pharmaceutical industry, you face unique opportunities…

Medicare Options During Retirement

Written by Hazel Secco Americans 65 years of age and older face a number of choices when it…

A Woman’s Guide to Retirement Planning with Equity Compensation

A Woman’s Guide to Retirement Planning with Equity Compensation Written by Hazel Secco, CFP ®, CDFA ® Equity…

Maximize Your Retirement with HSAs

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

How to Choose a Financial Advisor

How to Choose a Financial Advisor ‍By Hazel Secco Navigating the financial landscape can be daunting. With an…