Category: Blog

Delaying Social Security to 70 Cost This Couple $137,000. One Change Made It Worth $1.5 Million

I modeled delaying Social Security to 70 for one couple. It left $137,000 less at the end. Paired…

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Do You Pay Taxes on Life Insurance? What a Widow Owes on a Death Benefit in 2026

Do you pay taxes on life insurance? Usually no income tax on the death benefit, but interest, installments,…

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Why a Widow Should Consider the Portability Election Even When No Estate Tax Is Due

The portability election lets a widow keep her husband’s unused estate tax exclusion. How it works in 2026,…

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Asset Location Strategy: Which Investments Belong in Which Account

Asset location is where each investment sits across your 401(k), Roth, taxable brokerage, and HSA. The same holding…

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Should You Fire Your Financial Advisor After Divorce?

Written by Hazel Secco, CFP®, a fee-only fiduciary advisor. Table of contents Should you fire your financial advisor…

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MongoDB Employee Benefits: The Complete 2026 Guide

Author: Hazel Secco, CFP®, CDFA® Table of contents MongoDB is another New York flagship: headquartered in midtown, public…

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LinkedIn Employee Benefits: The Complete 2026 Guide

Author: Hazel Secco, CFP®, CDFA® Table of contents LinkedIn occupies a distinctive spot in New York tech: a…

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Netflix Employee Benefits: The Complete 2026 Guide

Author: Hazel Secco, CFP®, CDFA® Table of contents Netflix pays differently than nearly every other large company, and…

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How Much Does a Single Woman Need to Retire? The Real Math

Author: Hazel Secco, CFP®, CDFA® 🎧 Prefer to watch or listen? I cover this in the Align Your…

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7 Financial Mistakes Widows Make in the First Two Years

Author: Hazel Secco, CFP®, CDFA® Table of Contents Most of the financial mistakes widows make are reasonable decisions…

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