Blog Posts for Independent Women

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

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

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

Written by Hazel Secco, CFP®, CDFA® Our attitude and mindset regarding the management of our financial lives can significantly influence how we save, spend, and invest. At times, we may acknowledge areas in our financial lives that could be enhanced but struggle to enact change. Financial wellness encompasses your attitude toward managing financial responsibilities and… Read More »Resources

Subscribe for more episodes to delve deeper into the intersection of women and money on this incredible 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. Join us in this candid episode… Read More »Resources

By Hazel Secco, CFP ®, CDFA ® Divorce is a complex and emotionally charged life event, encompassing not only the dissolution of a personal relationship but also significant financial implications. Navigating the financial intricacies of divorce requires expertise, and one key professional who plays a crucial role in this journey is the Certified Divorce Financial Analyst (CDFA).… Read More »Resources