Category: Investment Strategies

How Effective Tax Planning Can Help Your Retirement Income By Hazel Secco, CFP ®, CDFA ® Planning for…

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 positions in our investment portfolios—unless that position…

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

By Hazel Secco, CFP®, CDFA® Money shouldn’t force you to choose between your golden years and your children’s…

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