Tag: retirement planning for women

Retirement Planning for Bristol-Myers Squibb (BMS) Executives: A CFP®’s Guide to NQDC, Equity Comp, and the Patent-Cliff Window

Author: Hazel Secco, CFP®, CDFA® — Founder, Align Financial Solutions TL;DR — Key takeaways for BMS executives planning…

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Not Ready to Fully Retire? How to Plan a Phased Retirement on Your Terms

Written by Hazel Secco, CFP®, CDFA® If you’re in your late 40s or 50s and you’ve been building…

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Roth 401(k) vs Traditional 401(k): The Bracket Math That Actually Decides It

undefined The Roth 401k vs traditional 401k choice usually gets presented as a bet on whether tax rates…

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How to Make the Most of Your Disney Retirement Benefits: A Guide for Women Leaders

Written by Hazel Secco, CFP®, CDFA® Key Points As a Disney senior leader or executive, your compensation goes…

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A Comprehensive Guide to Retirement Planning for IBM Executives

Author: Hazel Secco, CFP®, CDFA® Key Points: If you’re an executive at IBM, your compensation goes far beyond…

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How to Make the Most of Your Meta Restricted Stock Units

Written by Hazel Secco, CFP®, CDFA® Key Points If you work at Meta, a meaningful portion of your…

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

Written by Hazel Secco, CFP®, CDFA® As you look ahead to 2026, your mind might be on new…

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

Written by Hazel Secco, CFP®, CDFA® Key Points The end of the year moves at a pace that…

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Peak Earning Years: Are You Making the Most of Them?

Author: Hazel Secco, CFP®, CDFA® Table of Contents You have spent two decades building to this point. The…

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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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