Utilizing a Roth IRA for Purchasing Your First Home By Hazel Secco, CFP ®, CDFA ® Purchasing a…
Retirement Planning Strategies for Female Executives As we explore the terrain of retirement for women, it’s clear that…
The New 529 Plan Rules: An Option to Save for College and Retirement Key takeaways 529 plans offer…
By Hazel Secco, CFP ®, CDFA ® This blog post discusses everything you need to know about RSUs…
It’s Not All About Making More Money Written by Hazel Secco, CFP ®, CDFA ® Financial planning is…
