ABOUT ME
Hi, I’m Wendy!
Welcome to Over Sixty Insights, a place for thoughtful ideas, practical guidance, and honest reflections about life near 60 and beyond.
Like many people in this stage of life, I’ve found that retirement is not just about finances — it’s about navigating change, making thoughtful decisions, and designing the next chapter of life with purpose.
After decades of working in financial and operational leadership roles, I’m now applying what I learned professionally to the personal decisions that come with aging, retirement, and family responsibilities.
(Note: The picture to the left is me at a Breakthrough T1D (formerly JDRF) fundraiser at a local restaurant in Naples, FL. My daughter was diagnosed with T1D in 2008)
My Professional Background
Throughout my career I worked extensively with budgeting, financial planning, and long-term decision making at an institutional level.
Some highlights of my experience include:
- 30 years working in banking and financial services
- Held Series 7, 63 and 65 licenses
- 8 years as a Chief Financial Officer for a public school district
- Acquired MBA in Corporate Finance and held CSBO Certificate
- Extensive experience managing budgets, financial planning, and long-term resource allocation
In those roles I helped organizations make thoughtful financial decisions that balanced immediate needs with long-term sustainability. Today, I’m applying many of these principals to personal financial planning in retirement – and sharing what I’m learning along the way!
Why I Started This Site
When you reach your 60s, you realize there are many things you don’t know that you don’t know.
Questions like:
- When should I take Social Security?
- How should I structure retirement income?
- How can I minimize taxes in retirement?
- What are the hidden costs of healthcare?
- How do you plan financially for aging parents?
- What does a purposeful retirement actually look like?
I created Over Sixty Insights to explore these questions and share practical ideas, reflections, and resources for navigating this stage of life.
Who Is This Site For?
This site is for people nearing or over sixty who are:
- Approaching retirement
- Recently retired
- Helping aging parents
- Thinking about financial security
- Interested in creating a purposeful and meaningful next chapter
Here you’ll find insights on:
- Retirement planning
- Social Security considerations
- Managing investments and cash flow in retirement
- Healthcare and aging issues
- Life reflections and lessons learned
My goal is to make complex topics easier to understand and to share the perspectives I’m gaining while navigating this stage of life myself.
A Quick Disclaimer
The content on this site is for educational and informational purposes only and should not be considered individualized financial advice.
Everyone’s financial situation is unique. Before making financial decisions, you should consult with a qualified financial advisor, tax professional, or legal professional who understands your specific circumstances.
