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
Medicare Open Enrollment Starts Soon: Here’s What You Need to Know Written By Hazel Secco Medicare Open Enrollment is here! This annual window gives Medicare beneficiaries the chance to review and adjust their healthcare coverage to make sure it still… Read More »Medicare Open Enrollment: Your Guide to Optimal Coverage
Understanding Stock Option Vesting: A Guide for Pharma Executives’ Retirement Written by Hazel Secco Do you feel a bit lost when it comes to your stock options? You’re definitely not alone. Navigating stock option vesting can be tricky, but it’s an… Read More »Understanding Stock Option Vesting for Pharma Executives
What Happens To My Equity Compensation When I’m Laid Off Written by Hazel Secco The life sciences industry has been going through a wave of layoffs, leaving many professionals feeling uncertain about their financial future. If you’re facing the possibility… Read More »What Happens To My Equity Compensation When I’m Laid Off
How to Maximize Your ESPP Benefits as a Pharma Executive Written by Hazel Secco Are you a pharma executive looking to maximize your employee benefits? Your Employee Stock Purchase Plan (ESPP) might be a hidden gem waiting to boost your… Read More »How to Maximize Your ESPP Benefits as a Pharma Executive
Written by Hazel Secco Americans 65 years of age and older face a number of choices when it comes to medicare healthcare coverage. We look at the top considerations. Medicare is available to virtually all U.S. citizens and legal residents… Read More »Medicare Options During Retirement
A Woman’s Guide to Retirement Planning with Equity Compensation Written by Hazel Secco, CFP ®, CDFA ® Equity compensation can be a game-changer for many women in executive roles, but let’s be honest—it can also feel overwhelming. Trying to navigate… Read More »A Woman’s Guide to Retirement Planning with Equity Compensation
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?
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? 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?