Tag: investment advice for women

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…

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A Woman’s Guide to Retirement Planning with Equity Compensation (RSUs, Stock Options & ESPPs)

Written by Hazel Secco, CFP®, CDFA® Equity compensation plays a major role in retirement planning for many women…

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Maximize Your Retirement with HSAs

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

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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…

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How To Manage Money After Losing a Spouse

Written by Hazel Secco, CFP®, CDFA® Losing a spouse is a devastating event that brings emotional turmoil and…

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What to Do After a Layoff: A Practical Guide to Regaining Financial Stability

Written by Hazel Secco, CFP®, CDFA® Losing a job can feel emotionally and financially destabilizing. It often arrives…

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Is a Roth IRA Conversion Right for You?

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

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Effective Tax Planning Strategies

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

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How to Choose a Financial Advisor

Written by Hazel Secco, CFP®, CDFA® Navigating your financial life can feel overwhelming. With so many investment choices,…

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Top Retirement Strategies for Female Executives

Written by Hazel Secco, CFP®, CDFA® As we explore retirement planning for women, it’s clear that a one-size-fits-all…

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