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 coming and what it could mean for you.
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Hazel Secco, CFP®, CDFA®
Are You on Track for the Life You Want? Making the Most of Your Peak Earning Years
Key Points: You’ve worked hard to get here. You’re earning more than you ever have before. And yet, the question lingers: Am I making the most of it? If you’re a high-earning woman in tech or pharma, chances are you’re… Read More »Are You on Track for the Life You Want? Making the Most of Your Peak Earning Years
Should You Take That Next Role? A Financial Checklist for Career Moves
If you’re a woman in leadership, especially in fast-paced fields like tech or pharma, a career move is rarely just about a new title or a bigger paycheck.
Should You File Jointly or Separately? A Guide to Optimizing Your Tax Situation in Marriage
How you file your taxes as a married couple is more than just checking a box. It can also have a significant impact on your financial life.
What to Do with a Windfall: RSU Vesting, Bonus Season, and Big Raises
With a clear, intentional plan, your windfall can create greater freedom, reduce stress, and move you closer to the life you envision.
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.
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.
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.
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.
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.