Category: Wealth & Investment Strategies

How to Choose a Financial Advisor

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

Utilizing a Roth IRA for Purchasing Your First Home

Utilizing a Roth IRA for Purchasing Your First Home By Hazel Secco, CFP ®, CDFA ® Purchasing a…

Redefining Retirement for Female Executives

Retirement Planning Strategies for Female Executives As we explore the terrain of retirement for women, it’s clear that…

The Secure Act 2.0: Unlocking 529 to Roth IRA Conversion

The New 529 Plan Rules: An Option to Save for College and Retirement Key takeaways 529 plans offer…

Restricted Stock Units (RSUs): How Do Restricted Stock Units Work

By Hazel Secco, CFP ®, CDFA ® Key Takeaways: This blog post discusses everything you need to know…

The True Value Of Financial Planning

It’s Not All About Making More Money Written by Hazel Secco, CFP ®, CDFA ® Financial planning is…