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.