Category: Retirement Planning

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

A successful attorney at 58 with $2.4 million invested, retirement approaching, and no transition plan. How the retirement…
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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…

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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…

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Can You Retire Comfortably and Pay for Your Children’s Education?

Written by Hazel Secco, CFP®, CDFA® Life can feel like a constant juggling act as a Gen X….

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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…

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The Truth About Inflation’s Hidden Impact on Retirement Savings

Written by Hazel Secco, CFP®, CDFA® The harsh truth about inflation and retirement became crystal clear when U.S….

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Retirement Strategies for Single Women Over 50: How to Build Financial Confidence

Written by Hazel Secco, CFP®, CDFA® Does planning for retirement on your own feel overwhelming? You’re not alone….

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Medicare Open Enrollment: Your Guide to Optimal Coverage

Medicare Open Enrollment Starts Soon: Here’s What You Need to Know Written By Hazel Secco Medicare Open Enrollment…

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Stock Option Vesting: The Professional Woman’s Guide to Retirement Planning

Written by Hazel Secco, CFP®, CDFA® It’s no secret that women are underrepresented in senior leadership roles.  Despite this…

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What Happens To My Equity Compensation When I’m Laid Off

Written by Hazel Secco, CFP®, CDFA® Taking Control of Your Future After a Job Change Finding out your…

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