Blog Posts for Independent Women

Written by Hazel Secco Americans 65 years of age and older face a number of choices when it comes to medicare healthcare coverage. We look at the top considerations. Medicare is available to virtually all U.S. citizens and legal residents 65 years of age and over who have previously worked and paid U.S. taxes or… Read More »Resources

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

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

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

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

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