Blog Posts for Independent Women

The 5 Best Financial Gifts for Children or Grandchildren Written by Hazel Secco, CFP®, CDFA® Have you started your holiday shopping yet? Instead of giving gifts that might end up collecting dust or breaking in a few months, many families are looking for meaningful ideas that offer real value. This year, consider gifts that can… Read More »Resources

Rewriting Your Money Story: A Guide to Financial Mindset Transformation Written by Hazel Secco, CFP®, CDFA® Does looking at your bank statements make you feel a little panicked? Or maybe you find yourself avoiding conversations about retirement or investing altogether? You’re in good company. Many of us have a complicated relationship with money, shaped by… Read More »Resources

Roth vs Traditional 401k: Which is the Best Choice for Your Retirement? Written by Hazel Secco, CFP®, CDFA® Feeling a bit confused about whether to choose Roth or Traditional for your 401k? You’re not alone—this decision trips up even the most financially savvy people. And honestly, it makes sense! This choice could make a significant… Read More »Resources

Navigating Sudden Wealth Syndrome with Confidence Recently Got a Financial Windfall. Now What? Written by Hazel Secco, CFP®, CDFA® Receiving an unexpected inheritance can feel like a whirlwind of emotions—overwhelming, exciting, confusing—all at once. And you’re not alone in feeling this way. Many people find themselves facing emotions they didn’t expect, paired with decisions they… Read More »Resources

Last-Minute Year-End Tax Moves to Help Maximize Your Savings Written by Hazel Secco, CFP®, CDFA® With the year wrapping up, now’s a great time to pause and assess your finances. There are still a few weeks left to make adjustments that might lower your tax bill or increase your refund for tax season. Even small,… Read More »Resources

Medicare Open Enrollment Starts Soon: Here’s What You Need to Know Written By Hazel Secco Medicare Open Enrollment is here! This annual window gives Medicare beneficiaries the chance to review and adjust their healthcare coverage to make sure it still fits their needs and budget. Hence, this is a critical period for millions of Americans.… Read More »Resources