A Comprehensive Guide: Financial Planning for Widows Losing a spouse is a devastating event that brings emotional turmoil and practical difficulties. Women typically live longer than men. Hence, navigating their financial implications of such a loss can be overwhelming and… Read More »How To Manage Money After Losing a Spouse
A Comprehensive Guide to Managing Money After a Layoff By Hazel Secco, CFP ®, CDFA ® Losing a job can be an emotionally and financially turbulent experience, leaving you adrift in uncharted waters. This guide will teach you how to… Read More »How to Manage Money After a Layoff
Maximizing Retirement Income with Roth Conversion By Hazel Secco, CFP ®, CDFA ® Retirement planning is arguably one of the most crucial aspects of securing your financial future. As we plan for retirement, questions often arise about whether to contribute to a… Read More »Is a Roth IRA Conversion Right for You?
By Hazel Secco, CFP ®, CDFA ® There’s no getting around the fact that we must pay taxes throughout our lives. Implementing strategies to help control and manage those taxes is a critical component of your overall financial plan. By… Read More »Effective Tax Planning Strategies
How to Choose a Financial Advisor By Hazel Secco Navigating the financial landscape can be daunting. With an array of investment options, tax implications, and long-term planning considerations, it’s easy to feel overwhelmed. That’s where a financial advisor comes in.… Read More »How to Choose a Financial Advisor
A Guide to Making Better Financial Decisions By Hazel Secco, CFP®, CDFA® Welcome to our comprehensive guide to making better financial decisions. In today’s busy world, it’s important to know how to make smart financial choices. Whether you’re planning for… Read More »Three Keys to Making Better Financial Decisions
7 Best Health and Wellness Podcasts for Women by Hazel Secco, CFP ®, CDFA ® Women are responsible for everything from A-Z in life. They have to take care of their children, their spouses, their parents, and lastly themselves…being a… Read More »7 Top Women’s Wellness Podcasts
Top 3 Reasons to Consider Firing a Financial Advisor Are you a woman who is recently divorced or widowed? It might be time to consider finding a new financial advisor. In this blog post, we will discuss the top three… Read More »Top 3 Reasons to Fire a Financial Advisor
Retirement Planning Strategies for Female Executives As we explore the terrain of retirement for women, it’s clear that a one-size-fits-all strategy is no longer viable. We have a pressing need to redefine women’s retirement now more than ever before. Think… Read More »Redefining Retirement for Female Executives
The New 529 Plan Rules: An Option to Save for College and Retirement Key takeaways 529 plans offer tremendous benefits, especially when earmarked for education expenses, thanks to their potential tax advantages. These plans have always been a go-to choice… Read More »The Secure Act 2.0: Unlocking 529 to Roth IRA Conversion