Blog Posts for Independent Women

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

Is Long Term Care Insurance Worth It? Written by Hazel Secco, CFP ®, CDFA ® Let’s talk about something that affects many of us and our loved ones—long-term care. The reality is sobering: seven out of ten senior Americans will need long-term care support as they age. For women like us, this conversation becomes even more important.… Read More »Resources

The Truth About Inflation’s Hidden Impact on Retirement Savings Written by Hazel Secco, CFP ®, CDFA ® The harsh truth about inflation and retirement became crystal clear when U.S. inflation hit 8.9 percent in June 2022—the highest jump in almost 30 years. Even with a modest 2% inflation rate, $50,000 needed for today’s lifestyle could… Read More »Resources

How to Understand Capital Losses: A Simple Guide Written by Hazel Secco, CFP ®, CDFA ® That uneasy feeling when you see an investment worth less than what you paid for it? It’s more common than you think—Nearly 67% of investors face losses during their investment experience. There’s a silver lining—these capital losses could help… Read More »Resources

Are Financial Advisors Worth It? Deciding Between Professional Help and DIY Written by Hazel Secco, CFP ®, CDFA ® Does looking at your investment accounts make your stomach churn? That nagging feeling about whether you’re making the right money moves isn’t just your burden to bear. Countless smart, accomplished people wrestle with this same question:… Read More »Resources

How a Financial Advisor Can Simplify Your Estate Planning Process Written by Hazel Secco, CFP ®, CDFA ® Is estate planning one of those things that always seems to fall to the bottom of your to-do list? It’s easy to put off, even though it’s such an important step for protecting your family’s future. I… Read More »Resources