Category: Investment Strategies

Is a Roth IRA Conversion Right for You?

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

Effective Tax Planning Strategies

By Hazel Secco, CFP ®, CDFA ® There’s no getting around the fact that we must pay taxes…

How to Choose a Financial Advisor

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

Utilizing a Roth IRA for Purchasing Your First Home By Hazel Secco, CFP ®, CDFA ® Purchasing a…

A Guide to Bunching Charitable Contributions

By Hazel Secco, CFP ®, CDFA ® Being charitable is not only a noble act but also a…

Three Keys to Making Better Financial Decisions

A Guide to Making Better Financial Decisions By Hazel Secco, CFP®, CDFA® ‍Welcome to our comprehensive guide to…

Charitable Giving Strategies: The Power of Donating Stock

The Power of Donating Stock to Charity By Hazel Secco, CFP®, CDFA® Ever thought about how good it…

7 Top Women’s Wellness Podcasts

7 Best Health and Wellness Podcasts for Women by Hazel Secco, CFP ®, CDFA ® Women are responsible…

7 Top Financial Podcasts for Women

7 Best Financial Podcasts to Listen to in 2025 By Hazel Secco, CFP®, CDFA® As women, our financial…

The Secure Act 2.0: Unlocking 529 to Roth IRA Conversion

The New 529 Plan Rules: An Option to Save for College and Retirement Key takeaways 529 plans offer…