Category: Investment Strategies

Money is emotional. That’s why financial decisions can be trickier than expected, even for women who are accomplished,…

Key Points: You’ve worked hard to get here. You’re earning more than you ever have before. And yet,…

With a clear, intentional plan, your windfall can create greater freedom, reduce stress, and move you closer to…

RSUs can be a valuable form of compensation, especially in industries like tech and pharma, but they also…

Tax season may be behind us, but for high-earning women in leadership, the real opportunity to take control…

Introduction Most of us don’t think twice about trimming down concentrated risk in our portfolios—unless it’s our own company stock….

By Hazel Secco, CFP®, CDFA® | Your Partner in Wealth & Freedom Market Volatility: What’s Happening & Why…

Building Your Dream Retirement Without Sacrificing Your Children’s Education Money shouldn’t force you to choose between your golden…

Is Long Term Care Insurance Worth It? Written by Hazel Secco, CFP ®, CDFA ® Let’s talk about something that…

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