Category: Retirement Planning

Medicare: Key Considerations for Retirement Planning

Written by Hazel Secco, CFP®, CDFA® Medicare is available to most U.S. citizens and legal residents starting at…

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Retirement Planning with Equity Compensation: RSUs, Stock Options, and ESPPs

Written by Hazel Secco, CFP®, CDFA® Equity compensation plays a major role in retirement planning for many professionals…

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Maximize Your Retirement with HSAs

Written by Hazel Secco, CFP®, CDFA® The Triple Tax Benefits: Using HSA for Retirement When planning for retirement,…

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Do You Pay Taxes on Social Security?

Written by Hazel Secco, CFP®, CDFA® As you approach retirement, one important question often comes up: Do you…

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What to Do After a Layoff: A Practical Guide to Regaining Financial Stability

Written by Hazel Secco, CFP®, CDFA® Losing a job can feel emotionally and financially destabilizing. It often arrives…

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Using a Roth IRA to Buy Your First Home: Rules, Limits, and Whether You Should

Utilizing a Roth IRA for Purchasing Your First Home By Hazel Secco, CFP ®, CDFA ® Quick reference:…

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Retirement Strategies for Executives: The 2026 Guide

Financial planning for women executives: the 2026 401(k) limits and Roth catch-up rule, deferred compensation timing, equity vesting…
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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 Can Claim From Your Ex

Author: Hazel Secco, CFP®, CDFA® Table of Contents Here is the direct answer on social security after divorce:…

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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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