I’ve succeeded as a freelance personal finance writer because I acknowledge what many financial writers and financial experts don’t: Achieving financial independence isn’t about dollars and cents, or financial literacy. Whether the goal is to start investing, saving for retirement, or building wealth, financial advice must inspire action.
I write personal finance articles on topics like retirement, investing, tax planning, charitable giving and building wealth for Forbes, Money, USA Today, Cosmopolitan, Fifth Third Wealth Management, Prudential, Wells Fargo Advisors, Thrivent Advisors, FTB Advisors, Discover, Mint, Acorns, LearnVest, Society of Grown Ups, Refinery 29, Goal Investor–to name a few.
Washington-Proof Your Tax Planning
3 Ways to Make the Most of Your Charitable Giving
How to Spot Tax Planning Opportunities from Last Year’s Tax Return
FTB Advisors: Not Feeling Retirement Ready? Simple Ways to Beef UP Your Retirement Account
FTB Advisors: 7 Things All Adults Should Know About Their Finances
The Muse: 4 Ways to Make Achieving Big Money Goals Feel Easy
LearnVest: 5 Strategies to Start Saving for Retirement
Wells Fargo Advisors: Do You Plan to Downsize in Retirement?
Forbes: Fear-Driven Money Moves that Sabotage Your Net Worth
LearnVest: 6 Classic Money Lessons Get Modern Upgrades
Does Your Insurance Policy Match Your Life?
5 Habits of the Most Well Prepared Retirees
Why I Signed Up for a Mortgage Test Run
How to Get a Mortgage: A Simple to-do List
4 Age-Related Money Challenges and How to Tackle Them
Why Owning Your Home Isn’t The Great Investment You Think
Here’s What You Should Be Doing With Your Tax Return
5 Tax Audit Triggers to Avoid
6 Ways to Uncover and Change Your Worst Money Habits
Top 5 Dangers of Not Saving for Retirement
5 Things You Must Consider When Renting Out Your Home
5 Things to Consider When Choosing Where to Retire
Renting Out Your Home? Get Landlord Insurance
Wells Fargo: Advice Thru Life Campaign (ghostwrote all content)
10 Questions Stock Market Beginners Ask
Should You Get a Headstart Investing in the Pre-IPO Twitter?
How GMO’s and Prop 37 Could Impact Your Portfolio’s Health
4 Questions to Test Your Retirement Strategy
Beyond Money: Personality and Your Investment Management Strategy
Charitable Giving and Taxes
3 Tax Planning Steps Before 2013
Back to Budgeting Basics
Life Planning and Your Financial Bucket List
Estate Planning: Don’t Make These 4 Common Mistakes
Keep 5 Tax Law Changes from Costing You
529 Plans for Others
What Will Stimulate America’s Job Market?
Searching for a Real Estate Recovery?
20 Investing Questions You Were Too Embarrassed to Ask-Part 1
20 Investing Questions You Were Too Embarrassed to Ask-Part 2