Maximizing Retirement Income with Roth Conversion By Hazel Secco, CFP ®, CDFA ® Retirement planning is arguably one of the most crucial aspects of securing your financial future. As we plan for retirement, questions often arise about whether to contribute to a… Read More »Is a Roth IRA Conversion Right for You?
By Hazel Secco, CFP ®, CDFA ® There’s no getting around the fact that we must pay taxes throughout our lives. Implementing strategies to help control and manage those taxes is a critical component of your overall financial plan. By… Read More »Effective Tax Planning Strategies
How to Choose a Financial Advisor By Hazel Secco Navigating the financial landscape can be daunting. With an array of investment options, tax implications, and long-term planning considerations, it’s easy to feel overwhelmed. That’s where a financial advisor comes in.… Read More »How to Choose a Financial Advisor
Utilizing a Roth IRA for Purchasing Your First Home By Hazel Secco, CFP ®, CDFA ® Purchasing a home, especially for the first time, is a significant financial milestone. As such, understanding various funding options, including leveraging your Roth IRA,… Read More »Utilizing a Roth IRA for Purchasing Your First Home
A Guide to Bunching Itemized Deductions for Charitable Contributions By Hazel Secco, CFP ®, CDFA ® Being charitable is not only a noble act but also a financially savvy one when it comes to tax savings. One such strategy that… Read More »A Guide to Bunching Charitable Contributions
A Guide to Making Better Financial Decisions By Hazel Secco, CFP®, CDFA® Welcome to our comprehensive guide to making better financial decisions. In today’s busy world, it’s important to know how to make smart financial choices. Whether you’re planning for… Read More »Three Keys to Making Better Financial Decisions
The Power of Donating Stock to Charity By Hazel Secco, CFP®, CDFA® Ever thought about how good it feels to support a cause close to your heart, especially when it aligns perfectly with your values? Well, what if I told… Read More »Charitable Giving Strategies: The Power of Donating Stock
7 Best Health and Wellness Podcasts for Women by Hazel Secco, CFP ®, CDFA ® Women are responsible for everything from A-Z in life. They have to take care of their children, their spouses, their parents, and lastly themselves…being a… Read More »7 Top Women’s Wellness Podcasts
Top 3 Reasons to Consider Firing a Financial Advisor Are you a woman who is recently divorced or widowed? It might be time to consider finding a new financial advisor. In this blog post, we will discuss the top three… Read More »Top 3 Reasons to Fire a Financial Advisor
7 Best Financial Podcasts to Listen to in 2024 By Hazel Secco, CFP®, CDFA® As women, our financial literacy statistically falls short in comparison to men. Often times, household finances are handled by the “man of the house” and women… Read More »7 Top Financial Podcasts for Women
