Learn how to invest wisely as a high-earning pharma executive. Optimize your portfolio, manage risk, and make your money work harder for you.
Navigating Sudden Wealth Syndrome with Confidence Recently Got a Financial Windfall. Now What? Written by Hazel Secco, CFP®, CDFA® Receiving an unexpected inheritance can feel like a whirlwind of emotions—overwhelming, exciting, confusing—all at once. And you’re not alone in feeling… Read More »Navigating Sudden Wealth Syndrome with Confidence: Coping with an Unexpected Inheritance
Tax Planning Explained In Plain English By Hazel Secco, CFP ®, CDFA ® Planning for taxes in retirement is not something that intuitively comes to mind when you are looking at your nest egg. People often think about their taxes… Read More »What is Tax Planning Anyway?
Do You Pay Taxes on Social Security? What You Need to Know Navigating the realm of retirement planning brings you face to face with one pivotal question. Do you pay taxes on social security? This question is an essential aspect… Read More »Do You Pay Taxes on Social Security?
A Comprehensive Guide: Financial Planning for Widows Losing a spouse is a devastating event that brings emotional turmoil and practical difficulties. Women typically live longer than men. Hence, navigating their financial implications of such a loss can be overwhelming and… Read More »How To Manage Money After Losing a Spouse
Maximizing Retirement Income with Roth Conversion By Hazel Secco, CFP ®, CDFA ® Retirement planning is arguably one of the most crucial aspects of securing your financial future. As we plan for retirement, questions often arise about whether to contribute to a… Read More »Is a Roth IRA Conversion Right for You?
By Hazel Secco, CFP ®, CDFA ® There’s no getting around the fact that we must pay taxes throughout our lives. Implementing strategies to help control and manage those taxes is a critical component of your overall financial plan. By… Read More »Effective Tax Planning Strategies
How to Choose a Financial Advisor By Hazel Secco Navigating the financial landscape can be daunting. With an array of investment options, tax implications, and long-term planning considerations, it’s easy to feel overwhelmed. That’s where a financial advisor comes in.… Read More »How to Choose a Financial Advisor
Utilizing a Roth IRA for Purchasing Your First Home By Hazel Secco, CFP ®, CDFA ® Purchasing a home, especially for the first time, is a significant financial milestone. As such, understanding various funding options, including leveraging your Roth IRA,… Read More »Utilizing a Roth IRA for Purchasing Your First Home
By Hazel Secco, CFP ®, CDFA ® Being charitable is not only a noble act but also a financially savvy one when it comes to tax savings. One such strategy that allows taxpayers to maximize the impact of their giving… Read More »A Guide to Bunching Charitable Contributions
A Guide to Making Better Financial Decisions By Hazel Secco, CFP®, CDFA® Welcome to our comprehensive guide to making better financial decisions. In today’s busy world, it’s important to know how to make smart financial choices. Whether you’re planning for… Read More »Three Keys to Making Better Financial Decisions