Tag: retirement planning for women

2026 Tax and Financial Planning Numbers: A Practical Guide for the New Year

Think of this as a simple guide you can keep nearby as you organize your finances for the…
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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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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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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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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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Stock Option Vesting: The Professional Woman’s Guide to Retirement Planning

Written by Hazel Secco, CFP®, CDFA® It’s no secret that women are underrepresented in senior leadership roles.  Despite this…

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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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