Tag: financial advice for women

2026 Tax and Financial Planning Numbers: A Practical Guide for the New Year

Think of this as a simple guide you can keep nearby as you organize your finances for the…

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Tidy Up Your Finances: A One-Hour Money Cleanup Checklist for Busy Women

You don’t need a weekend retreat or a perfectly color-coded spreadsheet to feel more in control of your…

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Scarcity vs. Security: What’s Actually Holding You Back from Feeling Financially Free?

Many high-achieving women feel financially “stuck,” even when the numbers on paper tell a different story. The issue…

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What is Tax Planning Anyway?

How Effective Tax Planning Can Help Your Retirement Income By Hazel Secco, CFP ®, CDFA ® Planning for…

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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…

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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…

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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…

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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…

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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,…

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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…

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