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.

Effective Tax Planning Strategies

By Hazel Secco, CFP ®, CDFA ® There’s no getting around the fact that we must pay taxes…

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How to Choose a Financial Advisor

Written by Hazel Secco, CFP®, CDFA® Navigating your financial life can feel overwhelming. With so many investment choices,…

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A Guide to Bunching Charitable Contributions

Written by Hazel Secco, CFP®, CDFA® Being charitable is not only a noble act but also a financially…

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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…

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Charitable Giving Strategies: The Power of Donating Stock

Written by Hazel Secco, CFP®, CDFA® Key Takeaways A Smarter Way to Give Back Ever notice how meaningful…

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7 Top Women’s Wellness Podcasts

Written by Hazel Secco, CFP®, CDFA® Women are responsible for everything from A-Z in life. They have to…

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Top 3 Reasons to Fire a Financial Advisor

Written by Hazel Secco, CFP®, CDFA® Are you a woman who is recently divorced or widowed? It might…

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7 Top Financial Podcasts for Women

Written by Hazel Secco, CFP®, CDFA® As women, our financial literacy statistically falls short in comparison to men….

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Top Retirement Strategies for Female Executives

Written by Hazel Secco, CFP®, CDFA® As we explore retirement planning for women, it’s clear that a one-size-fits-all…

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The Secure Act 2.0: Unlocking 529 to Roth IRA Conversion

Written by Hazel Secco, CFP®, CDFA® Key takeaways 529 plans offer tremendous benefits, especially when earmarked for education…

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Finding Your Financial Wellness: Tips for Choosing the Right Financial Advisor

Written by Hazel Secco, CFP®, CDFA® Subscribe for more episodes to dive deeper into the intersection of women…

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Difference between a CDFA and a CFP

Written by Hazel Secco, CFP ®, CDFA ® What is a CDFA? A Certified Divorce Financial Analyst (CDFA)…

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