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 4

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 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

  • An arrangement of school supplies with 'back to school' written on a chalkboard.
    Healthcare

    Back-to-School Season: Why I’m Still Learning (& Loving It)

  • A close-up view of a handwritten to-do list on a spiral notebook with numbers for tasks.
    Financial Insights | Retirement Planning

    Critical Documents for Aging Loved Ones

  • A desk setup with a notebook labeled '401k', a pen, cash, and a calculator representing financial planning.
    Financial Insights | Retirement Planning

    New Retirement Rules for 2025, what you need to know

  • Close-up of a vintage typewriter typing 'SOCIAL SECURITY' on paper.
    Financial Insights | Social Security

    Should You Take Social Security at 62? Why I Did – and How to Decide

  • Stock report with charts, calculator, and magnifying glass for financial analysis.
    Financial Insights | Recent Blog Posts

    Magnificent 7 Stocks, what you should know

  • Close-up of financial documents with calculator and pen, ideal for business management themes.
    Financial Insights | Recent Blog Posts

    Stock Market Math

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