Blog Posts for Independent Women

How to Choose a Financial Advisor ‍By Hazel Secco Navigating the financial landscape can be daunting. With an array of investment options, tax implications, and long-term planning considerations, it’s easy to feel overwhelmed. That’s where a financial advisor comes in. But how do you choose the right one? This comprehensive guide will walk you through… Read More »Resources

Utilizing a Roth IRA for Purchasing Your First Home By Hazel Secco, CFP ®, CDFA ® Purchasing a home, especially for the first time, is a significant financial milestone. As such, understanding various funding options, including leveraging your Roth IRA, could be crucial. This detailed guide offers an in-depth exploration of the concept of a… Read More »Resources

By Hazel Secco, CFP ®, CDFA ® Being charitable is not only a noble act but also a financially savvy one when it comes to tax savings. One such strategy that allows taxpayers to maximize the impact of their giving while also enjoying significant tax benefits is bunching itemized deductions. This article will guide you through… Read More »Resources

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 world, it’s important to know how to make smart financial choices. Whether you’re planning for retirement in the near future, buying a new home, or saving for education, making informed… Read More »Resources

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

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