Blog Posts for Independent Women

Roth vs Traditional 401k: Which is the Best Choice for Your Retirement? Written by Hazel Secco, CFP®, CDFA® Feeling a bit confused about whether to choose Roth or Traditional for your 401k? You’re not alone—this decision trips up even the most financially savvy people. And honestly, it makes sense! This choice could make a significant… Read More »Resources

Navigating Sudden Wealth Syndrome with Confidence Recently Got a Financial Windfall. Now What? Written by Hazel Secco, CFP®, CDFA® Receiving an unexpected inheritance can feel like a whirlwind of emotions—overwhelming, exciting, confusing—all at once. And you’re not alone in feeling this way. Many people find themselves facing emotions they didn’t expect, paired with decisions they… Read More »Resources

Last-Minute Year-End Tax Moves to Help Maximize Your Savings Written by Hazel Secco, CFP®, CDFA® With the year wrapping up, now’s a great time to pause and assess your finances. There are still a few weeks left to make adjustments that might lower your tax bill or increase your refund for tax season. Even small,… Read More »Resources

Medicare Open Enrollment Starts Soon: Here’s What You Need to Know Written By Hazel Secco Medicare Open Enrollment is here! This annual window gives Medicare beneficiaries the chance to review and adjust their healthcare coverage to make sure it still fits their needs and budget. Hence, this is a critical period for millions of Americans.… Read More »Resources

Written by Hazel Secco, CFP®, CDFA® Introduction It’s no secret that women are underrepresented in senior leadership roles.  Despite this disparity, stock options can be a powerful wealth-building tool for professional women planning for retirement. However, navigating the complexities of stock option grants, vesting schedules, and exercise strategies can be overwhelming—especially when trying to integrate these… Read More »Resources

What Happens To My Equity Compensation When I’m Laid Off Written by Hazel Secco The life sciences industry has been going through a wave of layoffs, leaving many professionals feeling uncertain about their financial future. If you’re facing the possibility of a job loss in the biotech sector, you might be worried about what will… Read More »Resources