Tag: financial planning

What to Do with a Windfall: RSU Vesting, Bonus Season, and Big Raises

Written by Hazel Secco, CFP®, CDFA® Key Points: When a windfall hits your account—whether from a bonus, a…

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Should I Sell My RSUs When They Vest? When to Sell and When to Hold

Written by Hazel Secco, CFP®, CDFA® Key Points: Short answer: for most people, the right move is to…

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How to Talk to Your Kids About Money When You’re a First-Generation Wealth Builder

Written by Hazel Secco, CFP®, CDFA® Raising kids with more than you had is a goal many of…

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