Underwater Stock Options: What They Mean for You – And What to Do Next
One of the most common consequences of a market downturn is the emergence of underwater stock options—when your company’s stock price falls below your exercise price.
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financial advice for women
Building Your Dream Retirement Without Sacrificing Your Children’s Education
Building Your Dream Retirement Without Sacrificing Your Children’s Education Money shouldn’t force you to choose between your golden years and your children’s future. Yet here we are – 48% of Gen Xers worry about having enough for retirement while carrying… Read More »Building Your Dream Retirement Without Sacrificing Your Children’s Education
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 affects many of us and our loved ones—long-term care. The reality is sobering: seven out of ten senior Americans will need long-term… Read More »Is Long Term Care Insurance Worth It? Honest Answers From a Financial Planner
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 harsh truth about inflation and retirement became crystal clear when U.S. inflation hit 8.9 percent in June 2022—the highest jump in almost… Read More »The Truth About Inflation’s Hidden Impact on Retirement Savings
How to Understand Capital Losses: A Simple Guide
How to Understand Capital Losses: A Simple Guide Written by Hazel Secco, CFP ®, CDFA ® That uneasy feeling when you see an investment worth less than what you paid for it? It’s more common than you think—Nearly 67% of… Read More »How to Understand Capital Losses: A Simple Guide
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 ® Does looking at your investment accounts make your stomach churn? That nagging feeling about whether you’re making the right money moves… Read More »Are Financial Advisors Worth It? Deciding Between Professional Help and DIY
How a Financial Advisor Can Simplify Your Estate Planning Process
How a Financial Advisor Can Simplify Your Estate Planning Process Written by Hazel Secco, CFP ®, CDFA ® Is estate planning one of those things that always seems to fall to the bottom of your to-do list? It’s easy to… Read More »How a Financial Advisor Can Simplify Your Estate Planning Process
Rewriting Your Money Story: A Guide to Financial Mindset Transformation
Rewriting Your Money Story: A Guide to Financial Mindset Transformation Written by Hazel Secco, CFP®, CDFA® Does looking at your bank statements make you feel a little panicked? Or maybe you find yourself avoiding conversations about retirement or investing altogether?… Read More »Rewriting Your Money Story: A Guide to Financial Mindset Transformation
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® Feeling a bit confused about whether to choose Roth or Traditional for your 401k? You’re not alone—this decision trips up even the… Read More »Roth vs Traditional 401k: Which is the Best Choice for Your Retirement?
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 is here! This annual window gives Medicare beneficiaries the chance to review and adjust their healthcare coverage to make sure it still… Read More »Medicare Open Enrollment: Your Guide to Optimal Coverage