Blog Posts for
Independent Women
FREE resources designed to help women investors like you navigate the path to financial success. Start your journey to financial freedom today.
What is Tax Planning Anyway?
How Effective Tax Planning Can Help Your Retirement Income By Hazel Secco, CFP ®, CDFA ® Planning for…
Use These 6 Tips to Close the Year with Financial Clarity (And Strategy)
Written by Hazel Secco As the year begins to wind down, it’s natural to pause and take stock…
Tracking Your Financial Health: 5 Numbers Every Woman Should Know (Even If You’re Not a Spreadsheet Person)
You don’t need to be a spreadsheet person to understand your financial health; just keep an eye on…
The Complete Guide to Meta Employee Benefits
Each fall, Meta holds its annual open enrollment period. This is your opportunity to review your benefits, make…
5 Strategies to Maximize Your ESPP Benefits as a Woman Leader in 2025
Written by Hazel Secco, CFP®, CDFA® Introduction As a woman executive in a Fortune 500 company, you face…
Understanding AMT: What Women Leaders with ISOs Need to Know
It’s exciting to see more women building wealth through ownership, not just income. But with that opportunity comes…
Should You Take a Sabbatical (or Walk Away from Your Job?)
A sabbatical doesn’t have to derail your career or your financial stability. With thoughtful planning, a break can…
5 Behavioral Biases That Could Be Sabotaging Your Financial Plan (And How to Change Them)
Money is emotional. That’s why financial decisions can be trickier than expected, even for women who are accomplished,…
New Rules Ahead: How to Maximize Your Charitable Impact Before the OBBBA Takes Effect
Starting in 2026, the OBBBA will change the way charitable donations are treated for tax purposes. Here’s what’s…
Are You on Track for the Life You Want? Making the Most of Your Peak Earning Years
Key Points: You’ve worked hard to get here. You’re earning more than you ever have before. And yet,…
Should You Take That Next Role? A Financial Checklist for Career Moves
If you’re a woman in leadership, especially in fast-paced fields like tech or pharma, a career move is…
Should You File Jointly or Separately? A Guide to Optimizing Your Tax Situation in Marriage
How you file your taxes as a married couple is more than just checking a box. It can…