Category: Women and Investing

“My Husband Handled All the Finances.” A Starting Point, Not an Apology

If your husband handled all the finances, you are not starting from zero. A 5-document map, a 90-day…

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Solo Aging Financial Planning: Building Your Professional Family When There’s No One Obvious to Call

Solo aging financial planning for women with $1.5M+: the care manager, daily money manager, and corporate trustee to…

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Can I Retire With $2 Million? Real Math for a Single Woman at 55

Single at 55 with $2 million? Why your usable number is smaller than the headline (taxes, the solo…

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The 4% Rule in Retirement: Why It Doesn’t Work for Women

The 4% rule assumes a 30-year retirement. Women often need 35 to 40 years. Here’s the real safe…

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Retirement Planning for Women Over 50: The Complete Guide

Author: Hazel Secco, CFP®, CDFA® Most retirement advice was built around a model client: a man who worked…

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SIPC Insurance: What It Is and How It Protects Your Brokerage Account

By Hazel Secco, CFP® CDFA® | Align Financial Solutions If you keep money in a bank, you’re probably…

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Tax Planning Vs. Tax Filing

Navigating the world of income taxes can be daunting. For many, the terms “tax planning” and “tax filing”…

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Roth vs Traditional 401k: Which is the Best Choice for Your Retirement?

Author: Hazel Secco, CFP®, CDFA® Feeling a bit confused about whether to choose Roth 401k or 401k? You’re…

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Here’s Why Asking “Dumb” Money Questions Is Okay (Even If You’re the Breadwinner)

Author: Hazel Secco, CFP®, CDFA® Key Points: Being a woman comes with a lot of pressure. We’re expected…

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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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