Category: Investment Strategies

Charitable Giving Strategies: The Power of Donating Stock

Written by Hazel Secco, CFP®, CDFA® Key Takeaways A Smarter Way to Give Back Ever notice how meaningful…

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7 Top Women’s Wellness Podcasts

Written by Hazel Secco, CFP®, CDFA® Women are responsible for everything from A-Z in life. They have to…

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7 Top Financial Podcasts for Women

Written by Hazel Secco, CFP®, CDFA® As women, our financial literacy statistically falls short in comparison to men….

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The Secure Act 2.0: Unlocking 529 to Roth IRA Conversion

Written by Hazel Secco, CFP®, CDFA® Key takeaways 529 plans offer tremendous benefits, especially when earmarked for education…

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Financial Tips for Widows: Navigating a New Chapter

Losing a spouse is an emotionally tumultuous experience, and the transition into widowhood can bring unforeseen financial challenges….
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The True Value Of Financial Planning

Written by Hazel Secco, CFP ®, CDFA ® Financial planning is often misunderstood as a means to solely…

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7 Ways for Business Owners to Take Charge of Retirement

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