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Category: Behavioral Finance

Scarcity vs. Security: What’s Actually Holding You Back from Feeling Financially Free?

Many high-achieving women feel financially “stuck,” even when the numbers on paper tell a different story. The issue…
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Use These 6 Tips to Close the Year with Financial Clarity (And Strategy)

Written by Hazel Secco, CFP®, CDFA® As the year begins to wind down, it’s natural to pause and…

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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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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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Rewriting Your Money Story: A Guide to Financial Mindset Transformation

Rewriting Your Money Story: A Guide to Financial Mindset Transformation Written by Hazel Secco, CFP®, CDFA® Does looking…

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Navigating Sudden Wealth Syndrome with Confidence: Coping with an Unexpected Inheritance

Navigating Sudden Wealth Syndrome with Confidence Recently Got a Financial Windfall. Now What? Written by Hazel Secco, CFP®,…

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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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5 Essential Tips To Take Charge of Your Financial Wellness

Written by Hazel Secco, CFP®, CDFA® Our attitude and mindset regarding the management of our financial lives can…

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