Is Long Term Care Insurance Worth It? Written by Hazel Secco, CFP ®, CDFA ® Let’s talk about something that affects many of us and our loved ones—long-term care. The reality is sobering: seven out of ten senior Americans will need long-term… Read More »Is Long Term Care Insurance Worth It? Honest Answers From a Financial Planner
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. inflation hit 8.9 percent in June 2022—the highest jump in almost… Read More »The Truth About Inflation’s Hidden Impact on Retirement Savings
How to Understand Capital Losses: A Simple Guide Written by Hazel Secco, CFP ®, CDFA ® That uneasy feeling when you see an investment worth less than what you paid for it? It’s more common than you think—Nearly 67% of… Read More »How to Understand Capital Losses: A Simple Guide
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 feeling about whether you’re making the right money moves… Read More »Are Financial Advisors Worth It? Deciding Between Professional Help and DIY
How a Financial Advisor Can Simplify Your Estate Planning Process Written by Hazel Secco, CFP ®, CDFA ® Is estate planning one of those things that always seems to fall to the bottom of your to-do list? It’s easy to… Read More »How a Financial Advisor Can Simplify Your Estate Planning Process
The 5 Best Financial Gifts for Children or Grandchildren Written by Hazel Secco, CFP®, CDFA® Have you started your holiday shopping yet? Instead of giving gifts that might end up collecting dust or breaking in a few months, many families… Read More »The 5 Best Holiday Gifts for Grandchildren
Rewriting Your Money Story: A Guide to Financial Mindset Transformation Written by Hazel Secco, CFP®, CDFA® Does looking at your bank statements make you feel a little panicked? Or maybe you find yourself avoiding conversations about retirement or investing altogether?… Read More »Rewriting Your Money Story: A Guide to Financial Mindset Transformation
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 your 401k? You’re not alone—this decision trips up even the… Read More »Roth vs Traditional 401k: Which is the Best Choice for Your Retirement?
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?