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
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
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
How to Choose a Financial Advisor By Hazel Secco Navigating the financial landscape can be daunting. With an array of investment options, tax implications, and long-term planning considerations, it’s easy to feel overwhelmed. That’s where a financial advisor comes in.… Read More »How to Choose a Financial Advisor
Utilizing a Roth IRA for Purchasing Your First Home By Hazel Secco, CFP ®, CDFA ® Purchasing a home, especially for the first time, is a significant financial milestone. As such, understanding various funding options, including leveraging your Roth IRA,… Read More »Utilizing a Roth IRA for Purchasing Your First Home
Retirement Planning Strategies for Female Executives As we explore the terrain of retirement for women, it’s clear that a one-size-fits-all strategy is no longer viable. We have a pressing need to redefine women’s retirement now more than ever before. Think… Read More »Redefining Retirement for Female Executives
The New 529 Plan Rules: An Option to Save for College and Retirement Key takeaways 529 plans offer tremendous benefits, especially when earmarked for education expenses, thanks to their potential tax advantages. These plans have always been a go-to choice… Read More »The Secure Act 2.0: Unlocking 529 to Roth IRA Conversion