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Category: Stock Compensation Planning

The Complete Guide to Meta Employee Benefits

Each fall, Meta holds its annual open enrollment period. This is your opportunity to review your benefits, make…
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5 Strategies to Maximize Your ESPP Benefits as a Woman Leader in 2025

Written by Hazel Secco, CFP®, CDFA® Introduction As a woman executive in a Fortune 500 company, you face…

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Understanding AMT: What Women Leaders with ISOs Need to Know

It’s exciting to see more women building wealth through ownership, not just income. But with that opportunity comes…
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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,…

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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…
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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…
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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…
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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…
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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…
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Home Stock Syndrome™: Why Smart Women Hold Too Much Company Stock — and How to Break Free

Written by Hazel Secco, CFP®, CDFA® Introduction Most of us don’t think twice about trimming down concentrated positions…

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