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.
How To Manage Money After Losing a Spouse
A Comprehensive Guide: Financial Planning for Widows Losing a spouse is a devastating event that brings emotional turmoil…
How to Manage Money After a Layoff
By Hazel Secco, CFP ®, CDFA ® Losing a job can be an emotionally and financially turbulent experience,…
Is a Roth IRA Conversion Right for You?
Maximizing Retirement Income with Roth Conversion By Hazel Secco, CFP ®, CDFA ® Retirement planning is arguably one of the…
Effective Tax Planning Strategies
By Hazel Secco, CFP ®, CDFA ® There’s no getting around the fact that we must pay taxes…
How to Choose a Financial Advisor
How to Choose a Financial Advisor By Hazel Secco Navigating the financial landscape can be daunting. With an…
Utilizing a Roth IRA for Purchasing Your First Home
Utilizing a Roth IRA for Purchasing Your First Home By Hazel Secco, CFP ®, CDFA ® Purchasing a…
A Guide to Bunching Charitable Contributions
By Hazel Secco, CFP ®, CDFA ® Being charitable is not only a noble act but also a…
Three Keys to Making Better Financial Decisions
A Guide to Making Better Financial Decisions By Hazel Secco, CFP®, CDFA® Welcome to our comprehensive guide to…
Charitable Giving Strategies: The Power of Donating Stock
The Power of Donating Stock to Charity By Hazel Secco, CFP®, CDFA® Ever thought about how good it…
7 Top Women’s Wellness Podcasts
7 Best Health and Wellness Podcasts for Women by Hazel Secco, CFP ®, CDFA ® Women are responsible…
Top 3 Reasons to Fire a Financial Advisor
Top 3 Reasons to Consider Firing a Financial Advisor Are you a woman who is recently divorced or…
7 Top Financial Podcasts for Women
7 Best Financial Podcasts to Listen to in 2025 By Hazel Secco, CFP®, CDFA® As women, our financial…