Tag: financial advice for women

New Rules Ahead: How to Maximize Your Charitable Impact Before the OBBBA Takes Effect

Starting in 2026, the OBBBA will change the way charitable donations are treated for tax purposes. Here’s what’s…
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Are You on Track for the Life You Want? Making the Most of Your Peak Earning Years

Key Points: You’ve worked hard to get here. You’re earning more than you ever have before. And yet,…

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Should You File Jointly or Separately? A Guide to Optimizing Your Tax Situation in Marriage

How you file your taxes as a married couple is more than just checking a box. It can…
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Underwater Stock Options: What They Mean for You – And What to Do Next

One of the most common consequences of a market downturn is the emergence of underwater stock options—when your…
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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? 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…

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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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Capital Losses 101: A Simple, Easy-To-Understand Guide

Written by Hazel Secco, CFP®, CDFA® That uneasy feeling when you see an investment worth less than what…

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Are Financial Advisors Worth It? Deciding Between Professional Help and DIY

Written by Hazel Secco, CFP®, CDFA® Does looking at your investment accounts make your stomach churn? That nagging…

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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…

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