Category: Tax Planning and Optimization

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

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

Key Points: You’ve worked hard to get here. You’re earning more than you ever have before. And yet,…

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

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

With a clear, intentional plan, your windfall can create greater freedom, reduce stress, and move you closer to…

RSUs can be a valuable form of compensation, especially in industries like tech and pharma, but they also…

Tax season may be behind us, but for high-earning women in leadership, the real opportunity to take control…

How to Understand Capital Losses: A Simple Guide Written by Hazel Secco, CFP ®, CDFA ® That uneasy…

Last-Minute Year-End Tax Moves to Help Maximize Your Savings Written by Hazel Secco, CFP®, CDFA® With the year…