VIDEOS

 

Watch as I walk through the four keys to cracking the college cost code, pulled straight from years of late-stage college funding work with families. Here’s what you’ll learn:

1️⃣ Why parents must lead the college selection process

2️⃣ Why college is actually a buyer’s market

3️⃣ How to use PEGS to find the best-value schools

4️⃣ How financial aid really works

A strategic plan can save tens of thousands of dollars and protect your retirement at the same time. Want your personalized EFC/SAI? Reach out to draft YOUR college funding strategy today. 📲 https://go.oncehub.com/TeamScheduling... ?? cvalega@greenbeeadvisory.com 📞 781-863-5800

Waiting for someone to bring up your raise? Stop. You’re not lucky to be here — you earned it. 💡 Track your wins. 💬 Know your numbers. 💪 Negotiate with confidence. Allies are nice. But advocacy pays. 💰🐝 #WomenWhoInvest #FinancialHive #QueenBeeFinance #SalaryNegotiation #HighEarningWomen #wealth #tax #highnetworth #taxstrategy

How does inflation impact YOU in your specific region? I nerd out and share the details here. #inflation #wealth #tax

 

If you’re planning on paying for college or grad school - BEWARE the upcoming changes in the Federal Student Loan Program.

So what DO high net worth investors want?

 

If you’re a high earning woman, be aware that Social Security changes are coming. Don’t be caught off guard - take control and plan now!

Divorce changes everything — especially your finances. In this Short, I share key financial planning tips every woman should know when navigating divorce. From protecting your assets to planning for the future, these steps can help you feel more confident and in control.

💛 Need personalized guidance? Connect with me here

#DivorcePlanning #FinancialPlanningForWomen #Shorts

 

Digital detox - great for your brain AND your finances.

Thinking about what happens to your assets when you pass them on? Here’s some good news.

Starting in 2026, the federal estate tax exemption is set at $15 million per person (or $30 million per couple) — meaning most families won’t owe federal estate tax. But the real benefit is in cost basis planning:

✔️ Your heirs can inherit assets at today’s market value
✔️ That means big capital gains (like on Apple stock bought at $50 now worth $200+) can disappear
✔️ More of your legacy goes straight to your family — not the IRS

As a boutique wealth and tax management firm, Green Bee Advisory works closely with estate planning attorneys to ensure your plan is current and tax-smart.

👉 Want to make sure your estate plan takes advantage of these rules?
Contact us for a personalized review.

#EstatePlanning #EstateTaxes #TaxTips #WealthPlanning #GenerationalWealth #TaxStrategy #GreenBeeAdvisory #CatherineValega

 

Today’s Tax Tip - If you’re planning on improving your home’s energy efficiency footprint — start and complete those projects before year-end 2025, when energy credits expire (as a result of the OBBBA tax bill).

 

👋 “Hey there, quick tax update for my high-earning clients—especially the women crushing it in business and careers. The 2025 tax bill just dropped, and here are 3 things you need to know:

#taxtipTuesday - In today's Tax Tip Tuesday, I want to highlight an important opportunity for electric vehicle buyers. There is currently a $7,500 federal tax credit available for electric vehicle purchases, but this will change with the upcoming OBA update in September 2025. If you're considering buying an electric vehicle, I encourage you to act quickly to ensure you qualify for this credit. Don't miss out on this chance to save on your dream vehicle!

 

Hey STEM leaders! Want to turn your equity comp into serious wealth? Let’s break it down.

#tax tip Thursday!

I nerd out so you don't have to. There is an exciting part of the new tax bill. Starting next year - everyone can deduct $1k for charitable contributions - even if you don't itemize! This means your philanthropic passions can benefit while your tax bill does as well!

 

Are you a woman in STEM juggling stock options, RSUs, and a growing tax bill? You’re not alone — and you’re not without options.

In this special presentation, financial expert and Enrolled Agent Catherine of Green Bee Advisory breaks down:
✅ The most common equity compensation challenges facing women in STEM
✅ How to avoid surprise tax bills on RSUs and ISOs
✅ Why timing your sales matters (and how to do it right)
✅ Strategies to turn your equity into long-term wealth

Whether you’re at a startup, in Big Tech, or biotech, understanding your equity comp is critical.

👩‍💻 Catherine specializes in helping high-achieving women make smart, confident financial decisions — let’s turn your hard work into real wealth.

🔔 Subscribe to the channel for weekly insights on tax strategies, investing tips, and financial confidence for STEM professionals.

#WomenInSTEM #EquityCompensation #RSUs #StockOptions #WomenInTech #GreenBeeAdvisory #FinancialPlanningForWomen #TaxStrategies #STEMFinance #ISOvsNSO #TechIndustryTaxes

📉 Market Volatility? Why Staying Calm Can Build Real Wealth | Advice for High-Net-Worth Women

 

Standard vs. Itemized Tax Deductions: What You Need to Know for 2024!

Confused about whether to take the standard deduction or itemize your taxes? 🤔 In this video, Catherine Valega, co-owner of a Bespoke Wealth and Tax Management firm, breaks down the key differences between these two options and how they impact your taxable income. 💸

Whether you're filing as a single person or married, understanding your deductions can save you money come tax time. Learn how to determine the best choice for your situation, and get tips on navigating the IRS forms.

👉 Watch now to get clear on how the standard deduction and itemized deductions work, plus how we can help you with tax prep and strategy.

Why you should say NO to tax refunds

 

Why Women Are Turning to This All-Female Advisory Team for Bespoke Wealth & Tax Management

Catherine discusses an exciting feature in Financial Planning Magazine where she shares insights on how financial advisors are expanding their services to meet growing client demands. With a unique focus on wealth and tax management for busy breadwinner women, Catherine highlights how her all-female team offers personalized, innovative solutions that ease the burden of complex financial decisions.

If you're looking for relief and clarity to balance your career, family, and personal life, this is a must-watch!

How Much Should You REALLY Save in an Emergency Fund?

In this video, Catherine Valega from Green Bee Advisory and SMB Financial Strategies explains why the typical advice of saving 3-6 months of living expenses may not be enough. Learn why she recommends building an emergency fund that covers 12 to 18 months of expenses to give you financial peace of mind and more career flexibility. Catherine also discusses the importance of financial planning, how to maximize emergency savings during high-interest rate periods, and how it all ties into your overall financial strategy.

 

Long-term care: What is it? Do I need it? How do I plan and pay for it?

We define long-term care, share current statistics, unravel myths, and offer actionable ideas for planning and paying for long-term care for your family.

I dive into a fascinating study by the Wharton Pension Council on 401k loans.

Insights: borrowers maintained their retirement deferral percentages; the importance of having a robust emergency savings fund (12-18 months of expenses); tips on increasing your retirement contributions after paying off a loan.

 

Discover how having access to all your financial data in one secure portal can transform your understanding and empower you to make informed decisions for your future.

3 Big Financial Worries for Americans Ahead of the Elections

 

Your Plan to Pay for College Needs an Update

Do you know how much YOU should have saved in emergency savings?

 

Ever considered Un-Retiring? Check out our advice for managing your health and wealth/financial considerations.

Insights on savings strategies in the US - particularly for breadwinner women.

 

Divorcing? Learn about the key factors to consider regarding property, assets, debt, retirement plans, and estate planning.

Unlocking Equity Compensation: A Guide for Women in STEM | Tips & Strategies

 

Catherine’s Pro Tip to Crush Credit Card Debt: Old School Solutions for Modern Problems!

Catherine reveals the untold story of childcare expenses, straight from her featured spot in U.S.A. Today.

 

Breadwinner women - crushing your retirement goals.

Unlocking Your IRS Refund: Pro Tips for Financial Success!

 

Catherine shares key insights from her featured article, exploring the three distinct phases of retirement: the go-go years, the slow-go years, and the no-go years. Discover why understanding these phases is essential for planning your retirement finances effectively.

Unlocking Financial Freedom: Essential Retirement Strategies for Millennial Women

 

Important 💸 financial strategies for women BC we love on others and should love on ourselves ❤️.

In this episode, Catherine emphasizes the importance of accurately reflecting income in Social Security Earnings History, providing valuable tips for business owners in collaboration with accountants and financial planners.

Additionally, she sheds light on a pertinent scam alert, urging viewers to be cautious of potential scams related to Social Security. Discover key strategies to protect yourself, stay informed, and report scams on ssa.gov.

 

Today, we're spilling the tea on Gen Z and their unexpected dance with financial scams. Forget the stereotypes, because the boomers aren't the main players in this game! 🕵️‍♀️👵 Join us as we unravel the chaos of information bombardment on social media and why choosing a credentialed financial planner is your best defense against scams. 🛡️💰 Protect your financial kingdom and hit that subscribe button for a dose of empowerment and savvy financial insights! 💚🐝

🌟 In this video, Catherine Valega, founder of Green Bee Advisory, dives into the world of small business retirement plans tailored for breadwinner women—whether you're a corporate executive or a business owner.

💡 Key Takeaways:

Learn about the SEP, an easy and low-cost retirement plan.

Discover the tax-deductible benefits for your contributions.

Insights on setting up SEP IRAs for 2023 even during tax reporting season.

 

👑 Unlock Your Financial Freedom with Catherine Valega: Side Hustles, Student Loans, and Queen Bee Wisdom! 🐝💰

Hey, lovely hive! 🌟 Meet Catherine Valega - she is on a mission to turbocharge the financial success of corporate execs and badass business owners. Discover the three burning questions that keep our driven and smart queen bees up at night. 🤔💸

🧩 Your financial plan is like a puzzle, and Catherine's got the pieces that fit just right. 🚀 Worried about making the best decisions? 💡 Let's crush that financial stress and soar towards your long-term goals together! 🚀🎉

 

📈 Are you a parent navigating the complexities of college financial aid in 2024?

🎓 In this video, Catherine sheds light on the recent modification in the FAFSA rules, specifically focusing on families with multiple children in college. The previous formula halved the expected family contribution (EFC) when more than one child was in school simultaneously. However, the 2024 FAFSA has scrapped this rule, introducing potential chaos in financial aid calculations.

Hey, fabulous folks! 🌈 Join financial planner, Catherine Valega, founder of Green Bee Advisory, on a journey to financial empowerment for all the boss ladies out there! 🚀 Today, Catherine spills the tea on life expectancy, long-term care insurance, decoding the Medicare puzzle, and why including your parents in the financial plan is a must!

 

Empowering Breadwinner Women: 🔓 Unlocking the Power of Intra-Family Loans for Long-Term Goals 🌿

Empowering Breadwinner Women: Dive into Financial Planning. Catherine delves into a sample client scenario, shedding light on common pitfalls like funding education and preparing for longevity. 🎓⏳ Don't be caught off guard—start your financial planning journey sooner rather than later to sculpt a secure future. 🚀💡

 

Get ready for a financial fiesta with Catherine Valega, the money Bee on a mission to empower boss ladies - her Queen Bees! 🐝

In this eye-opening video, Catherine spills the tea on Venmo's latest IRS tax reporting rules for 2023-2024. Learn when to pay attention, the thresholds for reporting, and why it matters for your business.

Unlocking College Savings: Grandparent Owned 529 Plans Explained! 🎓💰

 

Empowering Breadwinner Women: Navigating Blue Monday and Financial Independence with Green Bee Advisory 🌈💪

Discover how, through the Green Bee Advisory approach, all your financial accounts - cash, credit cards, taxable accounts, tax-advantaged, retirement, life insurance, mortgage, and more - can be seamlessly aggregated into one comprehensive view.

Catherine emphasizes the importance of understanding how these numbers work together and how having access to this data can revolutionize your financial strategies. Whether you're an experienced breadwinner or just starting, this video is a must-watch.

 

2024: Time to boost your 401(k) plan contributions.

LGBTQ Financial planning challenges and solutions