Category: Women and Investing

Tax Planning Vs. Tax Filing

Navigating the world of income taxes can be daunting. For many, the terms “tax planning” and “tax filing”…

Continue reading

Roth vs Traditional 401k: Which is the Best Choice for Your Retirement?

Author: Hazel Secco, CFP®, CDFA® Feeling a bit confused about whether to choose Roth 401k or 401k? You’re…

Continue reading

Here’s Why Asking “Dumb” Money Questions Is Okay (Even If You’re the Breadwinner)

Author: Hazel Secco, CFP®, CDFA® Key Points: Being a woman comes with a lot of pressure. We’re expected…

Continue reading

How to Make the Most of Your Disney Retirement Benefits: A Guide for Women Leaders

Written by Hazel Secco, CFP®, CDFA® Key Points As a Disney senior leader or executive, your compensation goes…

Continue reading

7 Top Financial Podcasts for Women in 2026

Written by Hazel Secco, CFP®, CDFA® As women, our financial literacy statistically falls short in comparison to men….

Continue reading

Why a Fee-Only Financial Advisor is a Key Partner for Independent Women

Author: Hazel Secco, CFP®, CDFA® Your financial life is complicated. You’re earning well, managing investments, planning for retirement,…

Continue reading

Tidy Up Your Finances: A One-Hour Money Cleanup Checklist for Busy Women

Written by Hazel Secco, CFP®, CDFA® Key Points The end of the year moves at a pace that…

Continue reading

5 Behavioral Biases That Could Be Sabotaging Your Financial Plan (And How to Change Them)

Written by Hazel Secco, CFP®, CDFA® Key Points: Money is never just about numbers. If it were, none…

Continue reading

Are You on Track for the Life You Want? Making the Most of Your Peak Earning Years

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

Continue reading

Should You Sell or Hold? Crafting a Plan for Vested RSUs

Written by Hazel Secco, CFP®, CDFA® Key Points: When your Restricted Stock Units (RSUs) vest, it can feel…

Continue reading