Blog Posts for
Independent Women

We wrote these articles to bring clarity and help you make confident decisions that support the life you’re building. You’ve done a lot on your own, and you don’t have to carry it alone anymore.

A Comprehensive Guide to Retirement Planning for IBM Executives

IBM gives you meaningful options to build long-term security and flexibility. Stepping back to see how everything fits…

How to Make the Most of Your Meta Restricted Stock Units

Once you see how your Meta RSUs fit into the rest of your financial life, they stop feeling…

What’s a NAPFA Advisor? (And Why We Chose This Path for You)

Written by Hazel Secco, CFP®, CDFA® If you’ve been scrolling through financial blogs or catching snippets of money…

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

Think of this as a simple guide you can keep nearby as you organize your finances for the…

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

You don’t need a weekend retreat or a perfectly color-coded spreadsheet to feel more in control of your…

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

Many high-achieving women feel financially “stuck,” even when the numbers on paper tell a different story. The issue…

What is Tax Planning Anyway?

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

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

You don’t need to be a spreadsheet person to understand your financial health; just keep an eye on…

The Complete Guide to Meta Employee Benefits

Each fall, Meta holds its annual open enrollment period. This is your opportunity to review your benefits, make…

5 Strategies to Maximize Your ESPP Benefits as a Woman Leader

Written by Hazel Secco, CFP®, CDFA® Introduction As a woman executive in a Fortune 500 company, you face…

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…

Blog Posts for Independent Women