Blog Posts for Independent Women

Tax season may be behind us, but for high-earning women in leadership, the real opportunity to take control of your finances starts now.

One of the most common consequences of a market downturn is the emergence of underwater stock options—when your company’s stock price falls below your exercise price.

In an industry as complex and fast-moving as pharmaceuticals, knowledge isn’t just power—it’s your competitive advantage.

Introduction Most of us don’t think twice about trimming down concentrated risk in our portfolios—unless it’s our own company stock. Does this sound familiar? You’re risk-averse everywhere else in your investments, but when it comes to your RSUs, stock options, or ESPPs? You just… hold. No questions asked. I’ve been there too. In fact, it was while… Read More »Resources

By Hazel Secco, CFP®, CDFA® | Your Partner in Wealth & Freedom Market Volatility: What’s Happening & Why It Matters In recent months, financial markets have been experiencing turbulence, with global events, interest rate changes, and political uncertainty creating a sense of unease for investors. While these cycles are a normal part of investing, it’s… Read More »Resources

Building Your Dream Retirement Without Sacrificing Your Children’s Education Money shouldn’t force you to choose between your golden years and your children’s future. Yet here we are – 48% of Gen Xers worry about having enough for retirement while carrying the highest student loan debt of any generation at $44,290 per borrower. Life feels like… Read More »Resources