Discover investment, stock compensation, and tax strategies tailored for women in pharma & biotech. Build wealth, minimize taxes, and take control of your financial future.
Navigating Sudden Wealth Syndrome with Confidence Recently Got a Financial Windfall. Now What? Written by Hazel Secco, CFP®, CDFA® Receiving an unexpected inheritance can feel like a whirlwind of emotions—overwhelming, exciting, confusing—all at once. And you’re not alone in feeling… Read More »Navigating Sudden Wealth Syndrome with Confidence: Coping with an Unexpected Inheritance
Last-Minute Year-End Tax Moves to Help Maximize Your Savings Written by Hazel Secco, CFP®, CDFA® With the year wrapping up, now’s a great time to pause and assess your finances. There are still a few weeks left to make adjustments… Read More »Last-Minute Year-End Tax Moves to Help Maximize Your Savings
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
Written by Hazel Secco, CFP®, CDFA® Introduction It’s no secret that women are underrepresented in senior leadership roles. Despite this disparity, stock options can be a powerful wealth-building tool for professional women planning for retirement. However, navigating the complexities of stock… Read More »Stock Option Vesting: The Professional Woman’s Guide to Retirement Planning
What Happens To My Equity Compensation When I’m Laid Off Written by Hazel Secco The life sciences industry has been going through a wave of layoffs, leaving many professionals feeling uncertain about their financial future. If you’re facing the possibility… Read More »What Happens To My Equity Compensation When I’m Laid Off
Written by Hazel Secco, CFP®, CDFA® Introduction As a woman in the pharmaceutical industry, you face unique opportunities and challenges. Your Employee Stock Purchase Plan (ESPP) isn’t just an optional perk—it’s a strategic tool to help you build long-term wealth.… Read More »7 Strategies to Maximize Your ESPP Benefits as a Pharma Executive in 2025
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
Tax Planning Explained In Plain English By Hazel Secco, CFP ®, CDFA ® Planning for taxes in retirement is not something that intuitively comes to mind when you are looking at your nest egg. People often think about their taxes… Read More »What is Tax Planning Anyway?
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