Skip to content

SAVE 10% at DocuGuardian.com storing your critical documents:  Use Code OverSixty

  • Home
  • BlogExpand
    • Financial InsightsExpand
      • Retirement Planning
      • Social Security
      • Budgeting In Retirement
      • Income and Investing
      • Taxes
      • Healthcare
    • Life-styleExpand
      • Friends & Family
      • Health & Wellness
      • Travel
  • Contact
  • About
Home / Financial Insights - Page 3

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.

  • A conceptual image showing error code projected on binary data with smoke.
    Financial Insights | Income and Investing

    The 5 Biggest Mistakes Retirees Make When Investing for Income

  • Close-up of a person's hands holding US dollar bills and a wallet.
    Financial Insights | Retirement Planning

    Financial Questions Part 2: Expenditures — What Retirement Really Costs

  • 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?

Page navigation

Previous PagePrevious 1 2 3 4 5 6 Next PageNext
  • Contact
  • Privacy Policy

© 2024 Incite Holdings, LLC

  • Home
  • About
  • Blog
  • Contact
  • Privacy Policy
Search