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Women & Money Blog

Check out these free resources—our gift to you. We believe that knowledge is power, and we’re here to help you make smart choices with your hard-earned money. Whether you’re rebuilding after a divorce or getting ready to retire, these blog posts offer helpful tips and insights just for you.

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What is Tax Planning Anyway? 

Tax Planning Explained In Plain English By Hazel Secco, CFP ®, CDFA ® Planning for taxes in retirement is not something that intuitively comes to mind…

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Do You Pay Taxes on Social Security?

Do You Pay Taxes on Social Security? What You Need to Know Navigating the realm of retirement planning brings you face to face with one pivotal questi…

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How To Manage Money After Losing a Spouse

A Comprehensive Guide: Financial Planning for Widows Losing a spouse is a devastating event that brings emotional turmoil and practical difficulties. …

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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 aspe…

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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 …

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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 implica…

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