Utilizing a Roth IRA for Purchasing Your First Home By Hazel Secco, CFP ®, CDFA ® Purchasing a home, especially for the first time, is a significant financial milestone. As such, understanding various funding options, including leveraging your Roth IRA,… Read More »Utilizing a Roth IRA for Purchasing Your First Home
By Hazel Secco, CFP ®, CDFA ® Being charitable is not only a noble act but also a financially savvy one when it comes to tax savings. One such strategy that allows taxpayers to maximize the impact of their giving… Read More »A Guide to Bunching Charitable Contributions
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 world, it’s important to know how to make smart financial choices. Whether you’re planning for… Read More »Three Keys to Making Better Financial Decisions
The Power of Donating Stock to Charity By Hazel Secco, CFP®, CDFA® Ever thought about how good it feels to support a cause close to your heart, especially when it aligns perfectly with your values? Well, what if I told… Read More »Charitable Giving Strategies: The Power of Donating Stock
7 Best Health and Wellness Podcasts for Women by Hazel Secco, CFP ®, CDFA ® Women are responsible for everything from A-Z in life. They have to take care of their children, their spouses, their parents, and lastly themselves…being a… Read More »7 Top Women’s Wellness Podcasts
7 Best Financial Podcasts to Listen to in 2024 By Hazel Secco, CFP®, CDFA® As women, our financial literacy statistically falls short in comparison to men. Often times, household finances are handled by the “man of the house” and women… Read More »7 Top Financial Podcasts for Women
The New 529 Plan Rules: An Option to Save for College and Retirement Key takeaways 529 plans offer tremendous benefits, especially when earmarked for education expenses, thanks to their potential tax advantages. These plans have always been a go-to choice… Read More »The Secure Act 2.0: Unlocking 529 to Roth IRA Conversion
Written by Hazel Secco, CFP®, CDFA® Our attitude and mindset regarding the management of our financial lives can significantly influence how we save, spend, and invest. At times, we may acknowledge areas in our financial lives that could be enhanced… Read More »Essential Tips To Take Charge of Your Financial Wellness
Losing a spouse is an emotionally tumultuous experience, and the transition into widowhood can bring unforeseen financial challenges. This reality struck home for me when my grandmother, in her early fifties, suddenly found herself widowed. With six children, she faced the stark reality of no financial safety net in place. The system was structured in such a way that all financial benefits ceased upon her husband’s passing, leaving her without provisions for her financial security. This experience, coupled with witnessing the struggles of widows, has driven my dedication to providing financial support for women navigating this challenging transition.
It’s Not All About Making More Money Written by Hazel Secco, CFP ®, CDFA ® Financial planning is often misunderstood as a means to solely generate wealth through stock market maneuvers and market timing. However, this perception is contrary to… Read More »The True Value Of Financial Planning