Blog Posts for Independent Women

Introduction Most of us don’t think twice about trimming down concentrated risk in our portfolios—unless it’s our own company stock. Sound familiar? You’re risk-averse everywhere else in your investments, but when it comes to your RSUs, stock options, or ESPPs? You just… hold. No questions asked. I’ve been there too. In fact, it was while watching my… Read More »Resources

By Hazel Secco, CFP®, CDFA® | Your Partner in Wealth & Freedom Market Volatility: What’s Happening & Why It Matters In recent months, financial markets have been experiencing turbulence, with global events, interest rate changes, and political uncertainty creating a sense of unease for investors. While these cycles are a normal part of investing, it’s… Read More »Resources

Building Your Dream Retirement Without Sacrificing Your Children’s Education Money shouldn’t force you to choose between your golden years and your children’s future. Yet here we are – 48% of Gen Xers worry about having enough for retirement while carrying the highest student loan debt of any generation at $44,290 per borrower. Life feels like… Read More »Resources

Is Long Term Care Insurance Worth It? Written by Hazel Secco, CFP ®, CDFA ® Let’s talk about something that affects many of us and our loved ones—long-term care. The reality is sobering: seven out of ten senior Americans will need long-term care support as they age. For women like us, this conversation becomes even more important.… Read More »Resources

The Truth About Inflation’s Hidden Impact on Retirement Savings Written by Hazel Secco, CFP ®, CDFA ® The harsh truth about inflation and retirement became crystal clear when U.S. inflation hit 8.9 percent in June 2022—the highest jump in almost 30 years. Even with a modest 2% inflation rate, $50,000 needed for today’s lifestyle could… Read More »Resources

How to Understand Capital Losses: A Simple Guide Written by Hazel Secco, CFP ®, CDFA ® That uneasy feeling when you see an investment worth less than what you paid for it? It’s more common than you think—Nearly 67% of investors face losses during their investment experience. There’s a silver lining—these capital losses could help… Read More »Resources