Category: Retirement Planning

Designing Your “Work Optional” Life

Written by Hazel Secco, CFP®, CDFA® What if you didn’t have to work one single more day? For…

Continue reading

A Comprehensive Guide to Retirement Planning for IBM Executives

About this guide. Align Financial Solutions is not affiliated with, endorsed by, or sponsored by IBM. Plan provisions…

Continue reading

2026 Tax and Financial Planning Numbers: A Practical Guide for the New Year

Written by Hazel Secco, CFP®, CDFA® As you look ahead to 2026, your mind might be on new…

Continue reading

Tidy Up Your Finances: A One-Hour Money Cleanup Checklist for Busy Women

Written by Hazel Secco, CFP®, CDFA® Key Points The end of the year moves at a pace that…

Continue reading

Tracking Your Financial Health: 5 Numbers Every Woman Should Know (Even If You’re Not a Spreadsheet Person)

Key Points: Women in leadership are often masters at juggling multiple responsibilities: careers, families, friendships, community involvement. But…

Continue reading

The Complete Guide to Meta Employee Benefits (2026)

About this guide. Align Financial Solutions is not affiliated with, endorsed by, or sponsored by Meta Platforms, Inc….

Continue reading

Creating a Lasting Legacy – Successful Attorney • Age 58 • $2.4M in Assets

Written by Hazel Secco, CFP®, CDFA® Client Snapshot Who: “Patricia,” successful attorney, age 58 The situation: $2.4M investable…

Continue reading

Should You Take a Sabbatical (or Walk Away from Your Job?)

Written by Hazel Secco, CFP®, CDFA® Key Points: At some point in your career, you may feel the…

Continue reading

What to Do with a Windfall: RSU Vesting, Bonus Season, and Big Raises

Written by Hazel Secco, CFP®, CDFA® Key Points: When a windfall hits your account—whether from a bonus, a…

Continue reading

Is Long Term Care Insurance Worth It for Single Women?

Author: Hazel Secco, CFP®, CDFA® Table of Contents Is long term care insurance worth it? I hear that…

Continue reading