Resources for Financial Independence
Free resources to take control of your finances today as a woman investor. We help women navigate their financial journey so that they feel confident about their financial future. With the right tools and resources, women can equip themselves for a better financial future.
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 most crucial aspects of securing your financial future. As we plan for retirement, questions often arise about whether to contribute to a Roth IRA, a 401k, or other retirement accounts. Today’s blog post focuses on the Roth… Read More »Resources
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Effective Tax Planning Strategies
By Hazel Secco, CFP ®, CDFA ® There’s no getting around the fact that we must pay taxes throughout our lives. Implementing strategies to help control and manage those taxes is a critical component of your overall financial plan. By taking advantage of opportunities to reduce your taxable income and potentially maximize tax deductions, you… Read More »Resources
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How to Choose a Financial Advisor
How to Choose a Financial Advisor By Hazel Secco Navigating the financial landscape can be daunting. With an array of investment options, tax implications, and long-term planning considerations, it’s easy to feel overwhelmed. That’s where a financial advisor comes in. But how do you choose the right one? This comprehensive guide will walk you through… Read More »Resources
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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 home, especially for the first time, is a significant financial milestone. As such, understanding various funding options, including leveraging your Roth IRA, could be crucial. This detailed guide offers an in-depth exploration of the concept of a… Read More »Resources
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A Guide to Bunching Charitable Contributions
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 while also enjoying significant tax benefits is bunching itemized deductions. This article will guide you through… Read More »Resources
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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 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 retirement in the near future, buying a new home, or saving for education, making informed… Read More »Resources
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