Category: Women and Investing

Making Better Financial Decisions: An Executive’s Framework

Author: Hazel Secco, CFP®, CDFA® Table of Contents You can approve a seven-figure budget line before your second…

Continue reading

7 Top Women’s Wellness Podcasts

Written by Hazel Secco, CFP®, CDFA® Women are responsible for everything from A-Z in life. They have to…

Continue reading

Retirement Strategies for Female Executives: The 2026 Guide

Financial planning for women executives: the 2026 401(k) limits and Roth catch-up rule, deferred compensation timing, equity vesting…
Continue reading

The Secure Act 2.0: Unlocking 529 to Roth IRA Conversion

Written by Hazel Secco, CFP®, CDFA® Key takeaways 529 plans offer tremendous benefits, especially when earmarked for education…

Continue reading

The True Value Of Financial Planning

Written by Hazel Secco, CFP ®, CDFA ® Financial planning is often misunderstood as a means to solely…

Continue reading