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.
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Stock Compensation Planning
Unlock the full potential of your stock compensation. Learn how to optimize RSUs, stock options, and ESPP to build long-term wealth with confidence.
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.
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.
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?… Read More »Home Stock Syndrome™: Why Holding Onto Your Company Stock Might Be Riskier Than You Think
Stock Option Vesting: The Professional Woman’s Guide to Retirement Planning
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
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
7 Strategies to Maximize Your ESPP Benefits as a Pharma Executive in 2025
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
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
How to Manage Money After a Layoff
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