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.
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Wealth & Investment Strategies
Discover investment, stock compensation, and tax strategies tailored for women in pharma & biotech. Build wealth, minimize taxes, and take control of your financial future.
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.
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
Staying Resilient in a Volatile Market: What Women Investors Need to Know
By Hazel Secco, CFP®, CDFA® | Your Partner in Wealth & Freedom Market Volatility: What’s Happening & Why It Matters In recent months, financial markets have been experiencing turbulence, with global events, interest rate changes, and political uncertainty creating a… Read More »Staying Resilient in a Volatile Market: What Women Investors Need to Know
Building Your Dream Retirement Without Sacrificing Your Children’s Education
Building Your Dream Retirement Without Sacrificing Your Children’s Education Money shouldn’t force you to choose between your golden years and your children’s future. Yet here we are – 48% of Gen Xers worry about having enough for retirement while carrying… Read More »Building Your Dream Retirement Without Sacrificing Your Children’s Education
Is Long Term Care Insurance Worth It? Honest Answers From a Financial Planner
Is Long Term Care Insurance Worth It? Written by Hazel Secco, CFP ®, CDFA ® Let’s talk about something that affects many of us and our loved ones—long-term care. The reality is sobering: seven out of ten senior Americans will need long-term… Read More »Is Long Term Care Insurance Worth It? Honest Answers From a Financial Planner