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Blog Posts for Independent Women

Vested RSUs

Should You Sell or Hold? Crafting a Plan for Vested RSUs

RSUs can be a valuable form of compensation, especially in industries like tech and pharma, but they also come with layers of complexity.

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Kids and Money

How to Talk to Your Kids About Money When You’re a First-Generation Wealth Builder

Raising kids with more than you had is a goal many of us work toward—but once we get there, it can bring its own set of challenges.

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Tax Planning for High Earners

Tax Season Is Over – Now the Real Planning Begins: A Month-by-Month Guide for High-Earning Women in Leadership

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

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Underwater Stock Options

Underwater Stock Options: What They Mean for You – And What to Do Next

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.

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Women Pharmaceutical Executives

7 Top Resources for Pharmaceutical Executives

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

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live wealthy, live well blog post

Home Stock Syndrome™: Why Holding Onto Your Company Stock Might Be Riskier Than You Think

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

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