Written by Hazel Secco, CFP®, CDFA® Have you started your holiday shopping yet? Instead of giving gifts that…
Written by Hazel Secco, CFP®, CDFA® Feeling a bit confused about whether to choose Roth or Traditional for…
Navigating Sudden Wealth Syndrome with Confidence Recently Got a Financial Windfall. Now What? Written by Hazel Secco, CFP®,…
Written by Hazel Secco, CFP®, CDFA® As you approach retirement, one important question often comes up: Do you…
Written by Hazel Secco, CFP®, CDFA® Maximizing Retirement Income with Roth Conversion Retirement planning is arguably one of…
Written by Hazel Secco, CFP®, CDFA® Navigating your financial life can feel overwhelming. With so many investment choices,…
Written by Hazel Secco, CFP®, CDFA® Key Takeaways Being charitable is not only a noble act but also…
By Hazel Secco, CFP®, CDFA® Welcome to our comprehensive guide to making better financial decisions. In today’s busy…
Written by Hazel Secco, CFP®, CDFA® Women are responsible for everything from A-Z in life. They have to…
Written by Hazel Secco, CFP®, CDFA® As women, our financial literacy statistically falls short in comparison to men….