Resources for Financial Independence

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 Roth IRA, a 401k, or other retirement accounts. Today’s blog post focuses on the Roth… Read More »Resources

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 taking advantage of opportunities to reduce your taxable income and potentially maximize tax deductions, you… Read More »Resources

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. But how do you choose the right one? This comprehensive guide will walk you through… Read More »Resources

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, could be crucial. This detailed guide offers an in-depth exploration of the concept of a… Read More »Resources

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 allows taxpayers to maximize the impact of their giving while also enjoying significant tax benefits… Read More »Resources