Helpful Insights for Professional Women with Stock Based Compensation
From navigating stock based compensation to tax planning strategies, our blog posts are packed with insights to empower you to make informed decisions. Because you deserve to work smarter, not harder, for the life you want.
Blog Posts
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 yo…
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…
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 …
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 option…
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—un…
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…