Tag: female financial planner near me

What is Tax Planning Anyway? 

How Effective Tax Planning Can Help Your Retirement Income By Hazel Secco, CFP ®, CDFA ® Planning for…

Continue reading

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….

Continue reading

Is Long Term Care Insurance Worth It? Honest Answers From a Financial Planner

Written by Hazel Secco, CFP®, CDFA® Let’s talk about something that affects many of us and our loved…

Continue reading

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….

Continue reading

How a Financial Advisor Can Simplify Your Estate Planning Process

Written by Hazel Secco, CFP®, CDFA® Does estate planning always seem to fall to the bottom of your…

Continue reading

Rewriting Your Money Story: A Guide to Financial Mindset Transformation

Rewriting Your Money Story: A Guide to Financial Mindset Transformation Written by Hazel Secco, CFP®, CDFA® Does looking…

Continue reading

Roth vs Traditional 401k: Which is the Best Choice for Your Retirement?

Written by Hazel Secco, CFP®, CDFA® Feeling a bit confused about whether to choose Roth or Traditional for…

Continue reading

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…

Continue reading

Maximize Your Retirement with HSAs

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

Continue reading

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…

Continue reading