Maximizing Retirement Income with Roth Conversion By Hazel Secco, CFP ®, CDFA ® Retirement planning is arguably one of the…
By Hazel Secco, CFP ®, CDFA ® There’s no getting around the fact that we must pay taxes…
How to Choose a Financial Advisor By Hazel Secco Navigating the financial landscape can be daunting. With an…
Utilizing a Roth IRA for Purchasing Your First Home By Hazel Secco, CFP ®, CDFA ® Purchasing a…
By Hazel Secco, CFP ®, CDFA ® Being charitable is not only a noble act but also a…
By Hazel Secco, CFP®, CDFA® Key Takeaways A Smarter Way to Give Back Ever notice how meaningful it…
7 Best Health and Wellness Podcasts for Women by Hazel Secco, CFP ®, CDFA ® Women are responsible…
7 Best Financial Podcasts to Listen to in 2025 By Hazel Secco, CFP®, CDFA® As women, our financial…
The New 529 Plan Rules: An Option to Save for College and Retirement Key takeaways 529 plans offer…
Written by Hazel Secco, CFP®, CDFA® Our attitude and mindset regarding the management of our financial lives can…
