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.

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…
Continue reading

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,…
Continue reading

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…
Continue reading

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,…

Continue reading

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…
Continue reading

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…
Continue reading

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…
Continue reading

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…
Continue reading

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…
Continue reading

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…
Continue reading

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…
Continue reading

7 Top Resources for Pharmaceutical Executives

In an industry as complex and fast-moving as pharmaceuticals, knowledge isn’t just power—it’s your competitive advantage….
Continue reading