After years of working with individuals and families across the United States, one pattern shows up again and again. People who struggle with money are not careless or irresponsible. They…
Blog
Bridging the Gap: Why Participation Stalls (And How Advisors and HR Can Fix It Together)
The retirement industry has a “Participation Paradox.” Financial Advisors spend months perfecting plan design and investment menus. HR Leaders spend thousands on world-class benefits and institutional advisory partnerships. Yet, when…
The Behavioral ROI: How HerFinIQ Financial Wellness Programs Boost Retirement Participation
The Emotional Reality of Financial Paralysis As a Financial Advisor, you understand the necessity of strong 401k plans. But why do so many employees—even those with high salaries—under-contribute or fail…
Stories, Successes, and the Power of Action: A Review of Jessica Perrone, Founder HerFinIQ, Fall Financial Empowerment Engagements
Celebrating a Season of Impact: October & November in Review! What an incredible whirlwind of connection, learning, and financial empowerment these past two months have been! From dynamic workshops to…
From My Journey to Your Glow Up
Your Money Story Isn’t Fixed—It’s Just Getting Started Let’s get real: Most of us didn’t grow up with a financial roadmap handed to us. I sure didn’t. As the oldest…
YOLO on a Budget: Mastering Money and Maximizing Your Lifestyle
Yes, You Can YOLO on a Budget There was a time in my life when “YOLO” felt like a double-edged sword. On one hand, I wanted to seize every opportunity—every…
Master the Art of the Staycation
Let’s face it—summer often comes with the pressure to go somewhere. The flights. The hotels. The endless spending. But what if I told you that one of the most luxurious…
Enjoy Summer’s Best Without Breaking the Bank
Summer’s here, and if your calendar is anything like mine, the invitations are already rolling in—BBQs, getaways, weddings, weekends away. It’s easy to get caught up in the moment and…
Experiences Over Stuff: Your Guide to a Richer Summer (and Bank Account)
Summer always brings with it the temptation to spend—sales, trips, last-minute getaways, and all the little extras that seem to come out of nowhere. I get it. We want to…
How to Do Hot Girl Summer Without Breaking the Bank
Summer is a time to have fun and enjoy life, but it can also be an expensive season. If you’re looking to have a Hot Girl Summer without breaking the…