Category: Women and Investing

The 5 Best Holiday Gifts for Grandchildren

Written by Hazel Secco, CFP®, CDFA® Have you started your holiday shopping yet? Instead of giving gifts that…

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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…

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Navigating Sudden Wealth Syndrome with Confidence: Coping with an Unexpected Inheritance

Navigating Sudden Wealth Syndrome with Confidence Recently Got a Financial Windfall. Now What? Written by Hazel Secco, CFP®,…

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Do You Pay Taxes on Social Security?

Written by Hazel Secco, CFP®, CDFA® As you approach retirement, one important question often comes up: Do you…

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Is a Roth IRA Conversion Right for You?

Written by Hazel Secco, CFP®, CDFA® Maximizing Retirement Income with Roth Conversion Retirement planning is arguably one of…

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How to Choose a Financial Advisor

Written by Hazel Secco, CFP®, CDFA® Navigating your financial life can feel overwhelming. With so many investment choices,…

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A Guide to Bunching Charitable Contributions

Written by Hazel Secco, CFP®, CDFA® Key Takeaways Being charitable is not only a noble act but also…

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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…

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7 Top Women’s Wellness Podcasts

Written by Hazel Secco, CFP®, CDFA® Women are responsible for everything from A-Z in life. They have to…

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7 Top Financial Podcasts for Women

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

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