Category: Investment Strategies

How to Understand Capital Losses: A Simple Guide

How to Understand Capital Losses: A Simple Guide Written by Hazel Secco, CFP ®, CDFA ® That uneasy…

Are Financial Advisors Worth It? Deciding Between Professional Help and DIY

Are Financial Advisors Worth It? Deciding Between Professional Help and DIY Written by Hazel Secco, CFP ®, CDFA…

How a Financial Advisor Can Simplify Your Estate Planning Process

How a Financial Advisor Can Simplify Your Estate Planning Process Written by Hazel Secco, CFP ®, CDFA ®…

The 5 Best Holiday Gifts for Grandchildren

The 5 Best Financial Gifts for Children or Grandchildren Written by Hazel Secco, CFP®, CDFA® Have you started…

Rewriting Your Money Story: A Guide to Financial Mindset Transformation

Rewriting Your Money Story: A Guide to Financial Mindset Transformation Written by Hazel Secco, CFP®, CDFA® Does looking…

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

Roth vs Traditional 401k: Which is the Best Choice for Your Retirement? Written by Hazel Secco, CFP®, CDFA®…

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®,…

What is Tax Planning Anyway? 

Tax Planning Explained In Plain English By Hazel Secco, CFP ®, CDFA ® Planning for taxes in retirement…

Do You Pay Taxes on Social Security?

Do You Pay Taxes on Social Security? What You Need to Know Navigating the realm of retirement planning…

How To Manage Money After Losing a Spouse

A Comprehensive Guide: Financial Planning for Widows Losing a spouse is a devastating event that brings emotional turmoil…