Blog Posts and Insights for Women Navigating Wealth & Life

We share bi-monthly guidance and essential insights on financial planning, investing, retirement planning, money mindset, and career and life transitions.

5 Strategies to Maximize Your ESPP Benefits as a Woman Leader

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

Understanding AMT: What Women Leaders with ISOs Need to Know

Written by Hazel Secco, CFP®, CDFA® Key Points: For many women in leadership roles, Incentive Stock Options (ISOs)…

Should You Take a Sabbatical (or Walk Away from Your Job?)

Written by Hazel Secco, CFP®, CDFA® Key Points: At some point in your career, you may feel the…

5 Behavioral Biases That Could Be Sabotaging Your Financial Plan (And How to Change Them)

Written by Hazel Secco, CFP®, CDFA® Key Points: Money is never just about numbers. If it were, none…

New Rules Ahead: How to Maximize Your Charitable Impact Before the OBBBA Takes Effect

Written by Hazel Secco, CFP®, CDFA® Key Points: Last month, President Trump signed the One Big Beautiful Bill…

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,…

Should You Take That Next Role? A Financial Checklist for Career Moves

Written by Hazel Secco, CFP®, CDFA® Key Points: A new job offer lands in your inbox. Cue the…

Should You File Jointly or Separately? A Guide to Optimizing Your Tax Situation in Marriage

Written by Hazel Secco, CFP®, CDFA® Key Points: How you file your taxes as a married couple is…

What to Do with a Windfall: RSU Vesting, Bonus Season, and Big Raises

Written by Hazel Secco, CFP®, CDFA® Key Points: When a windfall hits your account—whether from a bonus, a…

Should You Sell or Hold? Crafting a Plan for Vested RSUs

Written by Hazel Secco, CFP®, CDFA® Key Points: When your Restricted Stock Units (RSUs) vest, it can feel…

How to Talk to Your Kids About Money When You’re a First-Generation Wealth Builder

Written by Hazel Secco, CFP®, CDFA® Raising kids with more than you had is a goal many of…

Tax Season Is Over – Now the Real Planning Begins: A Month-by-Month Guide for High-Earning Women in Leadership

Written by Hazel Secco, CFP®, CDFA® Tax season may be behind us, but for high-earning women in leadership,…