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

Investing In Muni Bonds
Budgeting In Retirement

Why Spending Money in Retirement Is Harder Than You Think
Healthcare

Hidden Medicare Costs in Retirement: What to Expect at 65
Income and Investing

Treasury Inflation Protected Securities (TIPS): Income that Fights Inflation
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)