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.

Navigating Sudden Wealth Syndrome with Confidence: Coping with an Unexpected Inheritance

Navigating Sudden Wealth Syndrome with Confidence Recently Got a Financial Windfall. Now What? Written by Hazel Secco, CFP®,…

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Last-Minute Year-End Tax Moves to Help Maximize Your Savings

Last-Minute Year-End Tax Moves to Help Maximize Your Savings Written by Hazel Secco, CFP®, CDFA® With the year…

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Medicare Open Enrollment: Your Guide to Optimal Coverage

Medicare Open Enrollment Starts Soon: Here’s What You Need to Know Written By Hazel Secco Medicare Open Enrollment…

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Stock Option Vesting: The Professional Woman’s Guide to Retirement Planning

Written by Hazel Secco, CFP®, CDFA® It’s no secret that women are underrepresented in senior leadership roles.  Despite this…

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What Happens To My Equity Compensation When I’m Laid Off

What Happens To My Equity Compensation When I’m Laid Off Written by Hazel Secco The life sciences industry…

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Medicare: Key Considerations for Retirement Planning

Written by Hazel Secco, CFP®, CDFA® Medicare is available to most U.S. citizens and legal residents starting at…

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A Woman’s Guide to Retirement Planning with Equity Compensation (RSUs, Stock Options & ESPPs)

Written by Hazel Secco, CFP®, CDFA® Equity compensation plays a major role in retirement planning for many women…

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Maximize Your Retirement with HSAs

Written by Hazel Secco, CFP®, CDFA® The Triple Tax Benefits: Using HSA for Retirement When planning for retirement,…

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Do You Pay Taxes on Social Security?

Written by Hazel Secco, CFP®, CDFA® As you approach retirement, one important question often comes up: Do you…

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How To Manage Money After Losing a Spouse

Written by Hazel Secco, CFP®, CDFA® Losing a spouse is a devastating event that brings emotional turmoil and…

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What to Do After a Layoff: A Practical Guide to Regaining Financial Stability

Written by Hazel Secco, CFP®, CDFA® Losing a job can feel emotionally and financially destabilizing. It often arrives…

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Is a Roth IRA Conversion Right for You?

Maximizing Retirement Income with Roth Conversion Written by Hazel Secco, CFP®, CDFA® Retirement planning is arguably one of…

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