Category: Wealth & Investment Strategies

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…

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,…

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 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…

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…

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…

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…

Staying Resilient in a Volatile Market: What Women Investors Need to Know

By Hazel Secco, CFP®, CDFA® | Your Partner in Wealth & Freedom Market Volatility: What’s Happening & Why…

Building Your Dream Retirement Without Sacrificing Your Children’s Education

Building Your Dream Retirement Without Sacrificing Your Children’s Education Money shouldn’t force you to choose between your golden…

Is Long Term Care Insurance Worth It? Honest Answers From a Financial Planner

Is Long Term Care Insurance Worth It? Written by Hazel Secco, CFP ®, CDFA ® Let’s talk about something that…