Protea Wealth Management – Blog

Take control of your wealth so you can flourish in financial confidence, calm the what-ifs, and plan for the future.

  • Larissa Costello

Tidy Finances, Peaceful Mind: Your Seasonal Guide to Rebalancing and Holiday Prep

  • Protea Wealth Management
  • October 6, 2025

As the leaves begin to turn and the pace of life shifts into a brisker rhythm, many of us instinctively start to declutter our homes and […]

Smart, Strong & Saving: A Guide to College Savings Plans (With Less Stress, More Confidence)

  • Protea Wealth Management
  • September 3, 2025

For women leading the charge on their family’s finances, saving for college isn’t just another task on a never-ending to-do list. It’s an act of devotion. […]

Back to School and Your Budget: How Women Can Navigate This Stressful Season with Strength and Strategy

  • Protea Wealth Management
  • August 5, 2025

As the back-to-school season approaches, whether it’s marked on your calendar or just a feeling in the air, you might notice your to-do list growing, your […]

Larissa Costello: Being Authentic for an Aligned, Growing Practice

  • Protea Wealth Management
  • July 16, 2025

In this heartfelt and thoughtful episode of Her Life, Her Practice, Her Way, Tara sits down with Larissa Costello, founder of Protea Wealth Management, to explore […]

Why Your Money Mindset Matters (And How to Shift It for Financial Confidence)

  • Protea Wealth Management
  • May 8, 2025

I recently had an amazing conversation with Brian Brogan, Director of Family Wealth at Alden Investment Group, where we dug into something that doesn’t get talked […]

The Fear and Greed Index: How Emotions Drive the Stock Market and What It Means for Your Investments

  • Protea Wealth Management
  • March 10, 2025

Investing isn’t just about numbers, charts, or economic reports—it’s also about human behavior. The stock market swings up and down, not only because of corporate earnings […]

How to Create a Vision Board for Financial Success: A Step-by-Step Guide

  • Protea Wealth Management
  • February 11, 2025

Have you ever felt like your financial goals are just out of reach? Or maybe you know what you want but struggle to stay motivated to […]

How to Recognize and Combat Lifestyle Creep to Take Control of Your Wealth

  • Protea Wealth Management
  • January 7, 2025

For women striving to take control of their finances and flourish in financial confidence, lifestyle creep can be a silent yet powerful adversary. It sneaks into […]

Take Control of Your Finances in 2025: Why Resolutions Fail and What Works Instead

  • Protea Wealth Management
  • December 10, 2024

A new year always feels like a fresh start. It’s a chance to turn over a new leaf, make bold decisions, and set ambitious goals. For […]

Why Women Going into a Second Marriage Should Consider a Prenup

  • Protea Wealth Management
  • November 12, 2024

Is a Prenup Right for You? When it comes to marriage, we often dream of romance, shared adventures, and a lifelong commitment. The idea of a […]

Protecting Your Financial Future Through Divorce

  • Protea Wealth Management
  • October 15, 2024

Divorce is a challenging and emotional time for anyone, but for many, the financial implications can be just as daunting as the emotional ones. It’s important […]

Financial Infidelity: What It Is and How to Protect Yourself

  • Protea Wealth Management
  • September 10, 2024

In any healthy relationship, trust is the foundation for success—especially when it comes to finances. Yet, financial infidelity is a common and often overlooked issue that […]

When Should I Get a Financial Advisor?

  • Protea Wealth Management
  • August 27, 2024

Take control before life takes control for you. Financial planning is a critical aspect of building the life you want, but waiting until you’re in position […]