Financial Insights

From decades in banking and investment banking to serving eight years as a CFO in public education, I’ve spent my career helping people make smart financial decisions. Now, as I navigate retirement myself, I’m researching and sharing the best practices I discover. I hope you’ll enjoy coming along with me.

Income and Investing

U.S. Treasuries – The Safety Anchor in a Retirement Income Portfolio
Financial Insights | Income and Investing

The 5 Biggest Mistakes Retirees Make When Investing for Income
Financial Insights | Retirement Planning

Financial Questions Part 2: Expenditures — What Retirement Really Costs
Financial Insights | Retirement Planning

The Financial Questions You Should Be Asking Before You Retire (But Probably Aren’t)
Financial Insights | Income and Investing

December – A Time of Preparation
Financial Insights | Income and Investing

Sequence of Returns Risk: Why Early Losses Matter in Retirement
Financial Insights | Retirement Planning

How to Protect Your First 10 Years of Retirement
Financial Insights | Income and Investing

Two changes to 401k Plans: What you need to know