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 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,…

Underwater Stock Options: What They Mean for You – And What to Do Next

Written by Hazel Secco, CFP®, CDFA® Since President Trump’s sweeping tariff announcement on April 2—dubbed “Liberation Day”— markets…

7 Top Resources for Pharmaceutical Executives

Written by Hazel Secco, CFP®, CDFA® In an industry as complex and fast-moving as pharmaceuticals, knowledge isn’t just…

Home Stock Syndrome™: Why Smart Women Hold Too Much Company Stock — and How to Break Free

Written by Hazel Secco, CFP®, CDFA® Introduction Most of us don’t think twice about trimming down concentrated positions…