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.
Latest Financial Posts
“Aging is an extraordinary process where you become the person you always should have been.” — David Bowie
DREam it, execute it
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.

What I Know Now…
Quick Weekly Insights
FREE WITH YOUR NAME AND EMAIL ADDRESS
I always loved the section in Oprah’s magazine “What I know for Sure.” This is a take-off on that theme and will be sent to subscribers weekly. I hope you join me on this journey!
Time is more valuable than ever. In our 60s and beyond, we start to see just how fast the months—and years—fly by. I’ve learned that protecting my time is one of the kindest things I can do for myself. That means saying no more often, prioritizing joy, and making space for the people and activities that truly matter. Whether it’s a morning walk, a phone call with a friend, or simply doing nothing.
