Tag: investment advice for women

Tidy Up Your Finances: A One-Hour Money Cleanup Checklist for Busy Women

You don’t need a weekend retreat or a perfectly color-coded spreadsheet to feel more in control of your…
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What is Tax Planning Anyway? 

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

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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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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…

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Medicare Open Enrollment: Your Guide to Optimal Coverage

Medicare Open Enrollment Starts Soon: Here’s What You Need to Know Written By Hazel Secco Medicare Open Enrollment…

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