Tag: female financial planner

Navigating Sudden Wealth Syndrome with Confidence: Coping with an Unexpected Inheritance

Navigating Sudden Wealth Syndrome with Confidence Recently Got a Financial Windfall. Now What? Written by Hazel Secco, CFP®,…

Medicare Options During Retirement

Written by Hazel Secco Americans 65 years of age and older face a number of choices when it…

Do You Pay Taxes on Social Security?

Do You Pay Taxes on Social Security? What You Need to Know Navigating the realm of retirement planning…

How To Manage Money After Losing a Spouse

A Comprehensive Guide: Financial Planning for Widows Losing a spouse is a devastating event that brings emotional turmoil…

How to Manage Money After a Layoff

By Hazel Secco, CFP ®, CDFA ® Losing a job can be an emotionally and financially turbulent experience,…

Is a Roth IRA Conversion Right for You?

Maximizing Retirement Income with Roth Conversion By Hazel Secco, CFP ®, CDFA ® Retirement planning is arguably one of the…

Effective Tax Planning Strategies

By Hazel Secco, CFP ®, CDFA ® There’s no getting around the fact that we must pay taxes…

How to Choose a Financial Advisor

How to Choose a Financial Advisor ‍By Hazel Secco Navigating the financial landscape can be daunting. With an…

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…

7 Top Women’s Wellness Podcasts

7 Best Health and Wellness Podcasts for Women by Hazel Secco, CFP ®, CDFA ® Women are responsible…