Tag: Equity Compensation

Should You Sell or Hold? Crafting a Plan for Vested RSUs

Written by Hazel Secco, CFP®, CDFA® Key Points: When your Restricted Stock Units (RSUs) vest, it can feel…

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Tax Season Is Over – Now the Real Planning Begins: A Month-by-Month Guide for High-Earning Women in Leadership

Written by Hazel Secco, CFP®, CDFA® Tax season may be behind us, but for high-earning women in leadership,…

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

Written by Hazel Secco, CFP®, CDFA® Since President Trump’s sweeping tariff announcement on April 2—dubbed “Liberation Day”— markets…

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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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