How to Talk to Your Kids About Money When You’re a First-Generation Wealth Builder
Raising kids with more than you had is a goal many of us work toward—but once we get there, it can bring its own set of challenges.
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Hazel Secco, CFP®, CDFA®
Tax Season Is Over – Now the Real Planning Begins: A Month-by-Month Guide for High-Earning Women in Leadership
Tax season may be behind us, but for high-earning women in leadership, the real opportunity to take control of your finances starts now.
Underwater Stock Options: What They Mean for You – And What to Do Next
One of the most common consequences of a market downturn is the emergence of underwater stock options—when your company’s stock price falls below your exercise price.
7 Top Resources for Pharmaceutical Executives
In an industry as complex and fast-moving as pharmaceuticals, knowledge isn’t just power—it’s your competitive advantage.
Home Stock Syndrome™: Why Holding Onto Your Company Stock Might Be Riskier Than You Think
Introduction Most of us don’t think twice about trimming down concentrated risk in our portfolios—unless it’s our own company stock. Does this sound familiar? You’re risk-averse everywhere else in your investments, but when it comes to your RSUs, stock options, or ESPPs?… Read More »Home Stock Syndrome™: Why Holding Onto Your Company Stock Might Be Riskier Than You Think
Staying Resilient in a Volatile Market: What Women Investors Need to Know
By Hazel Secco, CFP®, CDFA® | Your Partner in Wealth & Freedom Market Volatility: What’s Happening & Why It Matters In recent months, financial markets have been experiencing turbulence, with global events, interest rate changes, and political uncertainty creating a… Read More »Staying Resilient in a Volatile Market: What Women Investors Need to Know
Building Your Dream Retirement Without Sacrificing Your Children’s Education
Building Your Dream Retirement Without Sacrificing Your Children’s Education Money shouldn’t force you to choose between your golden years and your children’s future. Yet here we are – 48% of Gen Xers worry about having enough for retirement while carrying… Read More »Building Your Dream Retirement Without Sacrificing Your Children’s Education
Is Long Term Care Insurance Worth It? Honest Answers From a Financial Planner
Is Long Term Care Insurance Worth It? Written by Hazel Secco, CFP ®, CDFA ® Let’s talk about something that affects many of us and our loved ones—long-term care. The reality is sobering: seven out of ten senior Americans will need long-term… Read More »Is Long Term Care Insurance Worth It? Honest Answers From a Financial Planner
The Truth About Inflation’s Hidden Impact on Retirement Savings
The Truth About Inflation’s Hidden Impact on Retirement Savings Written by Hazel Secco, CFP ®, CDFA ® The harsh truth about inflation and retirement became crystal clear when U.S. inflation hit 8.9 percent in June 2022—the highest jump in almost… Read More »The Truth About Inflation’s Hidden Impact on Retirement Savings
How to Understand Capital Losses: A Simple Guide
How to Understand Capital Losses: A Simple Guide Written by Hazel Secco, CFP ®, CDFA ® That uneasy feeling when you see an investment worth less than what you paid for it? It’s more common than you think—Nearly 67% of… Read More »How to Understand Capital Losses: A Simple Guide