Selected Work
Original research and thought-leadership articles, written in partnership with company executives and subject-matter experts.
Longevity poses an array of risks to your retirement plan. But with the right choices, it can be a gift — not a liability.
As the first quarter of the 21st century comes to a close, it's clear the next 25 years will look very different from the past 25.
New research finds the parents of young athletes are counting on athletic scholarships to pay for college. Built on the original research featured in the case study above.
The oldest members of Generation X turn 60 in 2025 — a milestone that marks the home stretch to retirement. Are they ready?
Articles and videos on personal finance topics. I scripted the videos and worked with a designer to animate them.
Assembling a diversified portfolio of income streams — a financial Swiss army knife — can provide stability throughout retirement.
Before we get into strategies for early retirement, let's talk about some of the factors you'll have to overcome.
How to Make Family Caregiving More Manageable
If you're caring for a sick, disabled, or aging loved one, you don't have to go it alone.
3 Questions to Ask Before Taking on Debt
How can you tell the difference between good and bad debt, and ensure you're not borrowing too much?
How to Build an Emergency Fund
Unexpected expenses? Job loss? A solid emergency fund can provide peace of mind when life throws you a curveball.
How to Make a Simple "20/50/30" Budget
Learn to build a basic budget that puts savings first.
Selected articles from the first few years of my career.
A look at why policyholders are often the last to know when their coverage is being dropped — and what to do about it.
Digging into the loyalty-program economics behind the drugstore chain's famously oversized receipts.
On the growing normalcy of data breaches, and what consumers can realistically do to protect themselves.
The story of a travel hacker who turned credit-card rewards into millions of frequent-flyer miles.