Category: Tax Planning and Optimization

2026 Tax and Financial Planning Numbers: A Practical Guide for the New Year

Think of this as a simple guide you can keep nearby as you organize your finances for the…

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What is Tax Planning Anyway?

How Effective Tax Planning Can Help Your Retirement Income By Hazel Secco, CFP ®, CDFA ® Planning for…

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Use These 6 Tips to Close the Year with Financial Clarity (And Strategy)

Written by Hazel Secco, CFP®, CDFA® As the year begins to wind down, it’s natural to pause and…

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Understanding AMT: What Women Leaders with ISOs Need to Know

It’s exciting to see more women building wealth through ownership, not just income. But with that opportunity comes…

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

Starting in 2026, the OBBBA will change the way charitable donations are treated for tax purposes. Here’s what’s…

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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,…

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

If you’re a woman in leadership, especially in fast-paced fields like tech or pharma, a career move is…

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

How you file your taxes as a married couple is more than just checking a box. It can…

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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…

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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…

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