Blog Posts for Independent Women
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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
Read MoreRedefining 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
Read MoreThe 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
Read MoreFinding Your Financial Wellness: Tips for Choosing the Right Financial Advisor
Subscribe for more episodes to dive deeper into the intersection of women and money on this top 10 women’s finance podcast hosted by Hazel Secco, CFP, and CDFA. Tune in to a women and money podcast that is genuinely honest and bold, offering insights and tips through Hazel’s personal and professional lens. Episode Recap In… Read More »Resources
Read MoreDifference between a CDFA and a CFP
Written by Hazel Secco, CFP ®, CDFA ® What is a CDFA? A Certified Divorce Financial Analyst (CDFA) offers divorce financial planning, including invaluable insight and guidance on navigating the financial complexities of divorce. Simply put, a CDFA is a divorce financial advisor or a divorce financial planner. From dividing assets and determining spousal support… Read More »Resources
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