Tag: financial advice for women

Here’s Why Asking “Dumb” Money Questions Is Okay (Even If You’re the Breadwinner)

Written by Hazel Secco, CFP®, CDFA® Key Points: Being a woman comes with a lot of pressure. We’re…

Continue reading

A Comprehensive Guide to Retirement Planning for IBM Executives

Written by Hazel Secco, CFP®, CDFA® Key Points: If you’re an executive at IBM, your compensation goes far…

Continue reading

Honored to Be Recognized as a Highly Rated Financial Advisor

Written by Hazel Secco, CFP®, CDFA® I am truly honored to share some personal news: I have been…

Continue reading

2026 Tax and Financial Planning Numbers: A Practical Guide for the New Year

Written by Hazel Secco, CFP®, CDFA® As you look ahead to 2026, your mind might be on new…

Continue reading

Tidy Up Your Finances: A One-Hour Money Cleanup Checklist for Busy Women

Written by Hazel Secco, CFP®, CDFA® Key Points The end of the year moves at a pace that…

Continue reading

Scarcity vs. Security: What’s Actually Holding You Back from Feeling Financially Free?

Written by Hazel Secco, CFP®, CDFA® You make good money. You’re responsible. You’ve built a solid career and…

Continue reading

What is Tax Planning Anyway? 

How Effective Tax Planning Can Help Your Retirement Income Written by Hazel Secco, CFP®, CDFA® Planning for taxes…

Continue reading

Use These 6 Tips to Close the Year with Financial Clarity (And Strategy)

Written by Hazel Secco, CFP®, CDFA® As the year begins to wind down, it’s natural to pause and…

Continue reading

Tracking Your Financial Health: 5 Numbers Every Woman Should Know (Even If You’re Not a Spreadsheet Person)

Key Points: Women in leadership are often masters at juggling multiple responsibilities: careers, families, friendships, community involvement. But…

Continue reading

Understanding AMT: What Women Leaders with ISOs Need to Know

Written by Hazel Secco, CFP®, CDFA® Key Points: For many women in leadership roles, Incentive Stock Options (ISOs)…

Continue reading