Welcome to OverSixtyInsights.com – Real Life Financial Insights for This Time of Life
The years leading up to and beyond age 60 bring some of the most important financial decisions of our lives. After more than 30 years working in the finance industry, I created OverSixtyInsights to share practical insights to help you navigate retirement planning, Social Security, taxes, healthcare costs, and budgeting in retirement.
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I always loved the section in Oprah’s magazine “What I know for Sure.” I send short weekly emails that explore money, priorities, and making the most of our time.
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A Little About Me….
OverSixtyInsights grew out of my own journey navigating the financial realities of approaching my sixties. After spending more than 30 years focused on a career in finance, I found that when it came to my own financial picture, there were still important decisions to revisit, refine, and better understand.
Like many in this stage of life, I began taking a more intentional approach to retirement planning—thinking through income strategies, investment allocation, taxes, and how to make my money work efficiently for the years ahead. That process sparked a desire to share practical insights, lessons learned, and thoughtful strategies to help others feel more confident about their financial future.
Today, I continue to focus on making smart financial decisions while also embracing what this stage of life offers—time with family, especially as a grandparent, staying active, and continuing to learn. Through OverSixtyInsights, I aim to help others create not just financial security, but a life that feels both purposeful and well-lived after 60.
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Lifestyle Thoughts….
While finance has been the focus of my professional career, life after 60 is about much more than money. Recently becoming a grandparent, staying active through regular workouts, and spending time reading and learning are some of the things that bring joy and perspective to this stage of life. In these sections, I share insights and reflections to help you live well, stay engaged, and make the most of your years after 60.
“Aging is an extraordinary process where you become the person you always should have been.” — David Bowie
DREam it, execute it
A Quick Disclaimer
The content on this site is for educational and informational purposes only and should not be considered individualized financial advice.
Everyone’s financial situation is unique. Before making financial decisions, you should consult with a qualified financial advisor, tax professional, or legal professional who understands your specific circumstances.