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Category: Retirement Planning

SIPC Insurance: What It Is and How It Protects Your Brokerage Account

By Hazel Secco, CFP® CDFA® | Align Financial Solutions If you keep money in a bank, you’re probably…

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Retirement Planning for Bristol-Myers Squibb (BMS) Executives: A CFP®’s Guide to NQDC, Equity Comp, and the Patent-Cliff Window

About this guide. Align Financial Solutions is not affiliated with, endorsed by, or sponsored by Bristol Myers Squibb….

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How to Calculate Your Retirement Readiness: A Clear Answer to “Do I Have Enough?”

Author: Hazel Secco, CFP®, CDFA® 🎧 Prefer to watch or listen? This episode of Align Your Retirement covers…

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Not Ready to Fully Retire? How to Plan a Phased Retirement on Your Terms

Written by Hazel Secco, CFP®, CDFA® If you’re in your late 40s or 50s and you’ve been building…

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What Happens to Your Equity When Your Company Goes Public?

Written by Hazel Secco, CFP® CDFA® If your company is heading toward an Initial Public Offering (IPO), it’s…

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Roth 401(k) vs Traditional 401(k): The Bracket Math That Actually Decides It

undefined The Roth 401k vs traditional 401k choice usually gets presented as a bet on whether tax rates…

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Align Your Money With Your Values: How to Build a Work‑Optional Life You Don’t Need to Escape From

Written by Hazel Secco, CFP®, CDFA® For years, I was living a double life. By day, I looked…

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Steps to Rebuild Your Finances Post-Divorce

Author: Hazel Secco, CFP®, CDFA® The paperwork is signed, the boxes are moved, and for the first time…

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How to Make the Most of Your Disney Retirement Benefits: A Guide for Women Leaders

About this guide. Align Financial Solutions is not affiliated with, endorsed by, or sponsored by The Walt Disney…

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Find Your Enough Number: How to Calculate Your Financial Freedom Number

Author: Hazel Secco, CFP®, CDFA® Youtube Instagram Facebook How much is truly enough? In this episode, we unpack…

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Logo of Align Finance Solutions, a company specializing in financial services and consulting, featuring a modern design with a blue background and bold typography.
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