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Category: Wealth & Investment Strategies

Tidy Up Your Finances: A One-Hour Money Cleanup Checklist for Busy Women

You don’t need a weekend retreat or a perfectly color-coded spreadsheet to feel more in control of your…
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Tracking Your Financial Health: 5 Numbers Every Woman Should Know (Even If You’re Not a Spreadsheet Person)

You don’t need to be a spreadsheet person to understand your financial health; just keep an eye on…
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5 Strategies to Maximize Your ESPP Benefits as a Woman Leader in 2025

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

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

Money is emotional. That’s why financial decisions can be trickier than expected, even for women who are accomplished,…
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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 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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Tax Season Is Over – Now the Real Planning Begins: A Month-by-Month Guide for High-Earning Women in Leadership

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