Thanks for stopping by, and please keep in touch.

Baby Boomer. Sherlock fan. Vegan. Watercolorist. Author. Married over 30 years. Picking and choosing in the stock market this year. Producer of Women Manage Wealth online radio.

Some Info About Who I Am

Wow, I’m a Baby Boomer! Amazing. That seemed to happen quickly.

My specialty is assisting people with planning and managing their wealth, leading up to and during their retirement years. I offer guaranteed income products, similar to pensions, especially for those who are not receiving a pension from their employment. I also offer long-term care insurance to ensure your needs are met if you require care for an extended length of time. I’ve seen the benefits of having coverage when my husband’s parents became older and needed assisted living, which was fortunately paid for with long-term care insurance prudently acquired before their retirement.

I have more than 25 years’ experience with confidential family matters including relationships and finances. I’ve published a book about debt settlement to show others how to negotiate their own debts. My next book (being written now) is about maximizing Social Security payments.

In 2012, I quit eating animal products and now enjoy a vegan lifestyle. I’m not obsessive or fanatical about it, but I have noticed significant health improvements that make any other lifestyle seem illogical. What started this change? My husband and I watched Forks Over Knives, and it resonated with us. I’ll probably write more about lifestyle changes on this website.

Use the contact page to let me know how I can help you with planning your financial future.

Oh, and here’s a picture from 2011 when we traveled to Cartagena, Colombia. Taken at sunset on the main fort wall, a lovely location!

Sandee in Cartagena