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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RSUs
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.
Restricted Stock Units (RSUs): How Do Restricted Stock Units Work
By Hazel Secco, CFP ®, CDFA ® This blog post discusses everything you need to know about RSUs (Restricted Stock Unit)—a seemingly simpler form of equity compensation, yet often challenging for tech professionals to navigate. Tech employees have busy schedules… Read More »Restricted Stock Units (RSUs): How Do Restricted Stock Units Work