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.

Is a Roth IRA Conversion Right for You?

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

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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 a bold, honest take on women and money. Join Hazel…

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Difference between a CDFA® and a CFP®

Written by Hazel Secco, CFP®, CDFA® CDFA vs. CFP: Which Specialist Do You Need for Your Divorce? When…

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