Blog Posts for
Independent Women
FREE resources designed to help women investors like you navigate the path to financial success. Start your journey to financial freedom today.
Understanding AMT: What Women Leaders with ISOs Need to Know
It’s exciting to see more women building wealth through ownership, not just income. But with that opportunity comes…
Should You Take a Sabbatical (or Walk Away from Your Job?)
A sabbatical doesn’t have to derail your career or your financial stability. With thoughtful planning, a break can…
5 Behavioral Biases That Could Be Sabotaging Your Financial Plan (And How to Change Them)
Money is emotional. That’s why financial decisions can be trickier than expected, even for women who are accomplished,…
New Rules Ahead: How to Maximize Your Charitable Impact Before the OBBBA Takes Effect
Starting in 2026, the OBBBA will change the way charitable donations are treated for tax purposes. Here’s what’s…
Are You on Track for the Life You Want? Making the Most of Your Peak Earning Years
Key Points: You’ve worked hard to get here. You’re earning more than you ever have before. And yet,…
Should You Take That Next Role? A Financial Checklist for Career Moves
If you’re a woman in leadership, especially in fast-paced fields like tech or pharma, a career move is…
Should You File Jointly or Separately? A Guide to Optimizing Your Tax Situation in Marriage
How you file your taxes as a married couple is more than just checking a box. It can…
What to Do with a Windfall: RSU Vesting, Bonus Season, and Big Raises
With a clear, intentional plan, your windfall can create greater freedom, reduce stress, and move you closer to…
Should You Sell or Hold? Crafting a Plan for Vested RSUs
RSUs can be a valuable form of compensation, especially in industries like tech and pharma, but they also…
How to Talk to Your Kids About Money When You’re a First-Generation Wealth Builder
Raising kids with more than you had is a goal many of us work toward—but once we get…
Tax Season Is Over – Now the Real Planning Begins: A Month-by-Month Guide for High-Earning Women in Leadership
Tax season may be behind us, but for high-earning women in leadership, the real opportunity to take control…
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…