Welcome to OverSixtyInsights.com
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 experiences navigating life as I approached my sixties. Like many people in this stage of life, I’ve found myself thinking more about how to make thoughtful decisions, stay active, continue learning, and enjoy the moments that matter most.
These days I’m also enjoying the new role of being a grandparent, spending time reading, and staying active through regular workouts. Along the way, I share reflections and lessons that may help others make the most of life 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.