Unlock the full potential of your stock compensation. Learn how to optimize RSUs, stock options, and ESPP to build long-term wealth with confidence.
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?… Read More »Home Stock Syndrome™: Why Holding Onto Your Company Stock Might Be Riskier Than You Think
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… Read More »Stock Option Vesting: The Professional Woman’s Guide to Retirement Planning
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… Read More »What Happens To My Equity Compensation When I’m Laid Off
Written by Hazel Secco, CFP®, CDFA® Introduction As a woman in the pharmaceutical industry, you face unique opportunities and challenges. Your Employee Stock Purchase Plan (ESPP) isn’t just an optional perk—it’s a strategic tool to help you build long-term wealth.… Read More »7 Strategies to Maximize Your ESPP Benefits as a Pharma Executive in 2025
A Woman’s Guide to Retirement Planning with Equity Compensation Written by Hazel Secco, CFP ®, CDFA ® Equity compensation can be a game-changer for many women in executive roles, but let’s be honest—it can also feel overwhelming. Trying to navigate… Read More »A Woman’s Guide to Retirement Planning with Equity Compensation
By Hazel Secco, CFP ®, CDFA ® Losing a job can be an emotionally and financially turbulent experience, leaving you adrift in uncharted waters. This guide will teach you how to deal with challenges that come after losing your job.… Read More »How to Manage Money After a Layoff
Retirement Planning Strategies for Female Executives As we explore the terrain of retirement for women, it’s clear that a one-size-fits-all strategy is no longer viable. We have a pressing need to redefine women’s retirement now more than ever before. Think… Read More »Redefining Retirement for Female Executives
By Hazel Secco, CFP ®, CDFA ® This blog post discusses everything you need to know about RSUs (Restricted Stock Unit)—a seemingly simpler form of equity compensation, yet often challenging for tech professionals to navigate. Tech employees have busy schedules… Read More »Restricted Stock Units (RSUs): How Do Restricted Stock Units Work