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.
Charitable Giving Strategies: The Power of Donating Stock
The Power of Donating Stock to Charity By Hazel Secco, CFP®, CDFA® Ever thought about how good it feels to support a cause close to your heart, especially when it aligns perfectly with your values? Well, what if I told you there’s a way to give back to your favorite charity while also getting potentially… Read More »Resources
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7 Top Women’s Wellness Podcasts
7 Best Health and Wellness Podcasts for Women by Hazel Secco, CFP ®, CDFA ® Women are responsible for everything from A-Z in life. They have to take care of their children, their spouses, their parents, and lastly themselves…being a woman is exhausting! Thus, we thought it might be helpful to provide top 7 best… Read More »Resources
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Top 3 Reasons to Fire a Financial Advisor
Top 3 Reasons to Consider Firing a Financial Advisor Are you a woman who is recently divorced or widowed? It might be time to consider finding a new financial advisor. In this blog post, we will discuss the top three reasons you might need to hire a new financial advisor for yourself. Story of a… Read More »Resources
Read More7 Top Financial Podcasts for Women
7 Best Financial Podcasts to Listen to in 2024 By Hazel Secco, CFP®, CDFA® As women, our financial literacy statistically falls short in comparison to men. Often times, household finances are handled by the “man of the house” and women are not in the know. However, it’s 2024 and it’s time for that statistic to… Read More »Resources
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Redefining Retirement for Female Executives
Retirement Planning Strategies for Female Executives As we explore the terrain of retirement for women, it’s clear that a one-size-fits-all strategy is no longer viable. We have a pressing need to redefine women’s retirement now more than ever before. Think of how fast women’s social and economic status are growing. As we redefine women’s retirement,… Read More »Resources
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The Secure Act 2.0: Unlocking 529 to Roth IRA Conversion
The New 529 Plan Rules: An Option to Save for College and Retirement Key takeaways 529 plans offer tremendous benefits, especially when earmarked for education expenses, thanks to their potential tax advantages. These plans have always been a go-to choice for investors concerned about saving for education. With the new Secure Act 2.0, many people… Read More »Resources
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