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.
A Woman’s Guide to Retirement Planning with Equity Compensation
A Woman’s Guide to Retirement Planning with Equity Compensation Written by Hazel Secco, CFP ®, CDFA ® Equity…
Maximize Your Retirement with HSAs
Using a HSA for Retirement Planning The Triple Tax Benefits: Using HSA for Retirement When planning for retirement,…
Do You Pay Taxes on Social Security?
Do You Pay Taxes on Social Security? What You Need to Know Navigating the realm of retirement planning…
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…
A Guide to Making Better Financial Decisions
By Hazel Secco, CFP®, CDFA® Welcome to our comprehensive guide to making better financial decisions. In today’s busy…
Charitable Giving Strategies: The Power of Donating Stock
By Hazel Secco, CFP®, CDFA® Key Takeaways A Smarter Way to Give Back Ever notice how meaningful it…