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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Tax Planning and Optimization
Mitigate taxes on your salary, stock compensation, and investments. Learn how tax-efficient planning helps pharma professionals reduce their lifetime taxes and keep more wealth for their future.
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.
How to Understand Capital Losses: A Simple Guide
How to Understand Capital Losses: A Simple Guide Written by Hazel Secco, CFP ®, CDFA ® That uneasy feeling when you see an investment worth less than what you paid for it? It’s more common than you think—Nearly 67% of… Read More »How to Understand Capital Losses: A Simple Guide
Last-Minute Year-End Tax Moves to Help Maximize Your Savings
Last-Minute Year-End Tax Moves to Help Maximize Your Savings Written by Hazel Secco, CFP®, CDFA® With the year wrapping up, now’s a great time to pause and assess your finances. There are still a few weeks left to make adjustments… Read More »Last-Minute Year-End Tax Moves to Help Maximize Your Savings
What is Tax Planning Anyway?
Tax Planning Explained In Plain English By Hazel Secco, CFP ®, CDFA ® Planning for taxes in retirement is not something that intuitively comes to mind when you are looking at your nest egg. People often think about their taxes… Read More »What is Tax Planning Anyway?
Maximize Your Retirement with HSAs
Using a HSA for Retirement Planning The Triple Tax Benefits: Using HSA for Retirement When planning for retirement, Health Savings Accounts (HSAs) can be a great tool because they offer multiple tax benefits. HSAs allow pre-tax contributions, tax-free growth, and… Read More »Maximize Your Retirement with HSAs
Do You Pay Taxes on Social Security?
Do You Pay Taxes on Social Security? What You Need to Know Navigating the realm of retirement planning brings you face to face with one pivotal question. Do you pay taxes on social security? This question is an essential aspect… Read More »Do You Pay Taxes on Social Security?
Is a Roth IRA Conversion Right for You?
Maximizing Retirement Income with Roth Conversion By Hazel Secco, CFP ®, CDFA ® Retirement planning is arguably one of the most crucial aspects of securing your financial future. As we plan for retirement, questions often arise about whether to contribute to a… Read More »Is a Roth IRA Conversion Right for You?
Effective Tax Planning Strategies
By Hazel Secco, CFP ®, CDFA ® There’s no getting around the fact that we must pay taxes throughout our lives. Implementing strategies to help control and manage those taxes is a critical component of your overall financial plan. By… Read More »Effective Tax Planning Strategies