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.
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 tremendous benefits, especially when earmarked for …
Essential Tips To Take Charge of Your Financial Wellness
Written by Hazel Secco, CFP®, CDFA® Our attitude and mindset regarding the management of our financial lives can significantly influence how we save, …
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. This reality str…
The True Value Of Financial Planning
It’s Not All About Making More Money Written by Hazel Secco, CFP ®, CDFA ® Financial planning is often misunderstood as a means to solely generate wea…
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