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Home / Financial Insights - Page 2

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.

  • Zloty banknotes and financial paperwork scattered on a desk, representing budgeting and finance.
    Financial Insights | Retirement Planning

    The Financial Questions You Should Be Asking Before You Retire (But Probably Aren’t)

  • A black and gold pen rests on an open notebook.
    Financial Insights | Income and Investing

    December – A Time of Preparation

  • Flat lay of hand lettering on sketchbook with art tools on wooden desk
    Financial Insights | Income and Investing

    Sequence of Returns Risk: Why Early Losses Matter in Retirement

  • Scrabble tiles on a white surface spell out words inspire, aspire, retire.
    Financial Insights | Retirement Planning

    How to Protect Your First 10 Years of Retirement

  • Hand inserting a coin into a blue piggy bank for savings and money management.
    Financial Insights | Income and Investing

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

  • A minimalist office setup featuring a planner, clipboard, card, and pen, perfect for planning and organization.
    Budgeting In Retirement | Financial Insights

    Three Money Mindsets: Which One Are You?

  • A picturesque autumn scene featuring a winding path through a vibrant forest of red and orange leaves.
    Financial Insights | Healthcare | Income and Investing

    Fall Tune Up: Ways to Boost Your Health and Finances

  • Laptop displaying charts and graphs with tablet calendar for data analysis and planning.
    Financial Insights | Income and Investing

    When “Safe” Bonds Aren’t So Safe: What I Learned About Building a Bond Portfolio

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