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Category: Behavioral Finance & Smart Money Decisions

Use These 6 Tips to Close the Year with Financial Clarity (And Strategy)

Written by Hazel Secco As the year begins to wind down, it’s natural to pause and take stock…

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Tracking Your Financial Health: 5 Numbers Every Woman Should Know (Even If You’re Not a Spreadsheet Person)

You don’t need to be a spreadsheet person to understand your financial health; just keep an eye on…
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5 Behavioral Biases That Could Be Sabotaging Your Financial Plan (And How to Change Them)

Money is emotional. That’s why financial decisions can be trickier than expected, even for women who are accomplished,…
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Are You on Track for the Life You Want? Making the Most of Your Peak Earning Years

Key Points: You’ve worked hard to get here. You’re earning more than you ever have before. And yet,…

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

Raising kids with more than you had is a goal many of us work toward—but once we get…
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A Guide to Making Better Financial Decisions

By Hazel Secco, CFP®, CDFA® ‍Welcome to our comprehensive guide to making better financial decisions. In today’s busy…

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