Blog Posts and Insights for Women Navigating Wealth & Life

We share bi-monthly guidance and essential insights on financial planning, investing, retirement planning, money mindset, and career and life transitions.

Why a Fee-Only Financial Advisor is a Key Partner for Independent Women

Author: Hazel Secco, CFP®, CDFA® Your financial life is complicated. You’re earning well, managing investments, planning for retirement,…

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

Written by Hazel Secco, CFP®, CDFA® As you look ahead to 2026, your mind might be on new…

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

Written by Hazel Secco, CFP®, CDFA® Key Points The end of the year moves at a pace that…

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

Written by Hazel Secco, CFP®, CDFA® You make good money. You’re responsible. You’ve built a solid career and…

What is Tax Planning Anyway?

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

Use These 6 Tips to Close the Year with Financial Clarity (And Strategy)

Written by Hazel Secco, CFP®, CDFA® As the year begins to wind down, it’s natural to pause and…

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

Key Points: Women in leadership are often masters at juggling multiple responsibilities: careers, families, friendships, community involvement. But…

The Complete Guide to Meta Employee Benefits

Written by Hazel Secco, CFP®, CDFA® If you’re a Meta employee or considering joining the company, you’ve probably…

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

Written by Hazel Secco, CFP®, CDFA® Key Points: For many women in leadership roles, Incentive Stock Options (ISOs)…

Should You Take a Sabbatical (or Walk Away from Your Job?)

Written by Hazel Secco, CFP®, CDFA® Key Points: At some point in your career, you may feel the…