Invest in Knowledge
Education is the Key to Financial Success!
Instructional Design ~ e-Learning ~ Articles ~ Guides ~ Checklists ~ Quizzes ~ e-Books ~ Press Releases ~
Instructional Design ~ e-Learning ~ Articles ~ Guides ~ Checklists ~ Quizzes ~ e-Books ~ Press Releases ~
Financial Topics
Multi-Generational Focus — Broad-based Content
Education comes in many forms: Videos, articles, testing, checklists, LMS platforms, guides, e-books, social media, and more. The following represent some of the multi-generational Financial Wellness topics I’ve covered using these digital solutions.
Questions to ask Advisors
Credit Trends & Traps
The FIRE Movement
Healthcare
Credit Scores
Mortgage Strategies
Financial Scams
Eldercare
College Planning
Buying a Car
Co-signing Loans
Eldercare
Managing Debt
Boomerang Kids
GI Bill
Mortgage Traps
College Mills
Rule of 72
Tax Strategies
Your 1st Paycheck
Entrepreneurship
Banking
Budgeting Tools
Divorce & Your Finances
Teen-Talk Money
Workplace Violence
Wills
Downsizing Homes
Estate Planning
Basics of Investing
Reverse Mortgages
Time Value of Money
Zombie Debt
Senior Living
Selling a Home
IRS ‘Fresh Start’
Leasing a Car
Identity Theft
Pet Parents
FAFSA: Financial Aid
Vacations & Travel
Bankruptcy
Having a Baby
Social Security
The ‘$1,000 Card’
‘50 & Over’ Traps
Parent PLUS Loans
Military Finances
401(k)s, 403(b)s, & IRAs
Retirement Strategies
Real Estate Strategies
Career/AI Trends
Scholarship Displacement
Veteran Benefits
Garnishments
Negotiating
Investment Terminology
Home Equity Options
Selecting an Advisor
Payday Loans
Job Hunting
College Alternatives
Loan Consolidation
Buying a Home
The College Disconnect
Student Loans
Sandwich Generation
Smishing Scams
Debt Elimination
Money-Savings Strategies
Deceptive Tricks & Traps
Helpful Financial Resources
Credit Repair Scams
Plus Insurance: Life, health, auto, homeowners, renters, mortgage, disability, long-term care, accidental death, baby, extended warranties, home warranties, rental car, credit card, and ID theft.
Financial Content
I’ve authored a comprehensive suite of transformative digital content – articles, scripts, training manuals, e-books, press releases, social media posts, guides, checklists, etc. – all clearly designed to achieve a client’s specific objectives. I specialize in projects focused on inspiring change, boosting revenue, increasing visibility, saving time, building skills, or streamlining instructional design to educate, empower, and generate actionable results. Articles used to highlight the latest trends can also promote services, boost brand awareness, and increase visibility.
Click on the images to download these sample article PDFs.
