Tag: Equity Compensation

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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The Complete Guide to Meta Employee Benefits

Each fall, Meta holds its annual open enrollment period. This is your opportunity to review your benefits, make…

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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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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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Underwater Stock Options: What They Mean for You – And What to Do Next

One of the most common consequences of a market downturn is the emergence of underwater stock options—when your…

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A Woman’s Guide to Retirement Planning with Equity Compensation (RSUs, Stock Options & ESPPs)

Written by Hazel Secco, CFP®, CDFA® Equity compensation plays a major role in retirement planning for many women…

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Restricted Stock Units (RSUs): How Do Restricted Stock Units Work

By Hazel Secco, CFP ®, CDFA ® Key Takeaways This blog post discusses everything you need to know…

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