Category: Wealth & Investment Strategies

Building Your Dream Retirement Without Sacrificing Your Children’s Education

By Hazel Secco, CFP®, CDFA® Money shouldn’t force you to choose between your golden years and your children’s…

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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…

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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…

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Are Financial Advisors Worth It? Deciding Between Professional Help and DIY

Are Financial Advisors Worth It? Deciding Between Professional Help and DIY Written by Hazel Secco, CFP ®, CDFA…

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

Roth vs Traditional 401k: Which is the Best Choice for Your Retirement? Written by Hazel Secco, CFP®, CDFA®…

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Medicare Open Enrollment: Your Guide to Optimal Coverage

Medicare Open Enrollment Starts Soon: Here’s What You Need to Know Written By Hazel Secco Medicare Open Enrollment…

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Stock Option Vesting: The Professional Woman’s Guide to Retirement Planning

Written by Hazel Secco, CFP®, CDFA® Introduction It’s no secret that women are underrepresented in senior leadership roles.  Despite…

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Medicare Options During Retirement

Written by Hazel Secco Americans 65 years of age and older face a number of choices when it…

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A Woman’s Guide to Retirement Planning with Equity Compensation

A Woman’s Guide to Retirement Planning with Equity Compensation Written by Hazel Secco, CFP ®, CDFA ® Equity…

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Maximize Your Retirement with HSAs

Using a HSA for Retirement Planning The Triple Tax Benefits: Using HSA for Retirement When planning for retirement,…

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