Category: Behavioral Finance

Here’s Why Asking “Dumb” Money Questions Is Okay (Even If You’re the Breadwinner)

Author: Hazel Secco, CFP®, CDFA® Key Points: Being a woman comes with a lot of pressure. We’re expected…

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

Written by Hazel Secco, CFP®, CDFA® You make good money. You’re responsible. You’ve built a solid career and…

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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)

Key Points: Women in leadership are often masters at juggling multiple responsibilities: careers, families, friendships, community involvement. But…

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5 Behavioral Biases That Could Be Sabotaging Your Financial Plan (And How to Change Them)

Written by Hazel Secco, CFP®, CDFA® Key Points: Money is never just about numbers. If it were, none…

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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

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

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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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