Resources for Financial Independence
Free resources to take control of your finances today as a woman investor. We help women navigate their financial journey so that they feel confident about their financial future. With the right tools and resources, women can equip themselves for a better financial future.
A Woman’s Guide to Retirement Planning with Equity Compensation
A Woman’s Guide to Retirement Planning with Equity Compensation Written by Hazel Secco, CFP ®, CDFA ® Equity compensation can be a game-changer for many women in executive roles, but let’s be honest—it can also feel overwhelming. Trying to navigate stock options, RSUs, and performance shares while juggling other financial goals, like maxing out your… Read More »Resources
Read More
What is Tax Planning Anyway?
Tax Planning Explained In Plain English By Hazel Secco, CFP ®, CDFA ® Planning for taxes in retirement is not something that intuitively comes to mind when you are looking at your nest egg. People often think about their taxes when it’s time to pay them or when they are surprised by an unexpected tax… Read More »Resources
Read More
Maximize Your Retirement with HSAs
Using a HSA for Retirement Planning The Triple Tax Benefits: Using HSA for Retirement When planning for retirement, Health Savings Accounts (HSAs) can be a great tool because they offer multiple tax benefits. HSAs allow pre-tax contributions, tax-free growth, and tax-free withdrawals when used for qualified medical expenses. Therefore, this potent trifecta empowers you to… Read More »Resources
Read More
Do You Pay Taxes on Social Security?
Do You Pay Taxes on Social Security? What You Need to Know Navigating the realm of retirement planning brings you face to face with one pivotal question. Do you pay taxes on social security? This question is an essential aspect of financial planning as this can significantly impact your retirement income. Understanding the interplay between… Read More »Resources
Read More
How To Manage Money After Losing a Spouse
A Comprehensive Guide: Financial Planning for Widows Losing a spouse is a devastating event that brings emotional turmoil and practical difficulties. Women typically live longer than men. Hence, navigating their financial implications of such a loss can be overwhelming and complex for women. Census data reveals that 58% of women aged 75 or older who… Read More »Resources
Read More
How to Manage Money After a Layoff
A Comprehensive Guide to Managing Money After a Layoff By Hazel Secco, CFP ®, CDFA ® Losing a job can be an emotionally and financially turbulent experience, leaving you adrift in uncharted waters. This guide will teach you how to deal with challenges that come after losing your job. It will help you become stronger… Read More »Resources
Read More