Category: Retirement Planning

The Secure Act 2.0: Unlocking 529 to Roth IRA Conversion

Written by Hazel Secco, CFP®, CDFA® Key takeaways 529 plans offer tremendous benefits, especially when earmarked for education…

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Social Security After Divorce: What You’re Entitled To From Your Ex

Written by Hazel Secco, CFP®, CDFA® Most divorced women have no idea this benefit exists. If your marriage…

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The True Value Of Financial Planning

Written by Hazel Secco, CFP ®, CDFA ® Financial planning is often misunderstood as a means to solely…

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