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.

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…

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….

Home Stock Syndrome™: Why Smart Women Hold Too Much Company Stock — and How to Break Free

Introduction Most of us don’t think twice about trimming down concentrated positions in our investment portfolios—unless that position…

Staying Resilient in a Volatile Market: What Women Investors Need to Know

By Hazel Secco, CFP®, CDFA® | Your Partner in Wealth & Freedom Market Volatility: What’s Happening & Why…

Building Your Dream Retirement Without Sacrificing Your Children’s Education

By Hazel Secco, CFP®, CDFA® Money shouldn’t force you to choose between your golden years and your children’s…

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…

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…

Capital Losses 101: A Simple, Easy-To-Understand Guide

Written by Hazel Secco, CFP ®, CDFA ® That uneasy feeling when you see an investment worth less…