THE ELEPHANT IN THE ROOM – ARE YOU KEEPING FINANCIAL SECRETS?
Why do we keep money secrets? Usually, because we are embarrassed about whatever the secret is, or we are trying to fly under the radar and avoid attention. According to a recent survey, 40% of us are keeping financial secrets from our friends, family, and loved ones.
Kimberlee Davis is a Partner and Managing Director in The Bahnsen Group, a wealth management practice with offices in Newport Beach, California and New York City. She is the Financial Planning Director and a Certified Divorce Financial Analyst.