Personal Finance Samples

Want general editing samples? Here are some before and afters.

Certifications:

1. Certified Financial Education Instructor℠ (CFEI®), 2024

2. Certified Senior Advisor (CSA)® Credential (estimated completion EOY 2024): Financial planning and healthy aging expert certification

Editorial Manager & Writer, Retirement Living & Consumer Affairs

Oversaw all content creation for the site, including best-ofs, product reviews, and roundups that help readers make smart decisions during retirement and choose the right products with ease. Managed a team of 19 freelancers and industry experts. Debuted authoritative, experiential methodologies for marketplace and commerce content.

Transactional intent/ buying guides

• Best Walk-In Bathtubs

• Best Gold IRA Companies

• Best Meal Delivery Services

• Can’t Pay Your Taxes This Year?

Informational intent/educational

• States without income tax

• Social Security COLA

• How Much Social Security Will I Get?

• Reverse Mortgage Lending Limits

• How Much Does a Financial Advisor Cost?

  Research and statistics

• FHA mortgage rate trends 2024

• Average credit card debt by age 2024

• Average first time homebuyer age 2024

• Student loan forgiveness statistics 2024

Original Reporting / DPR Stories

• Powerball Taxes: Here’s How Much the Winner Pays

• Here’s How Much You’ll Need to Save to Make It Through Retirement in Your State

• How Many Years Will $1.5 Million Last In Retirement?

• More Changes Coming That Will Boost Retirement Savings for 22 Million Workers. Here’s What’s Next for the SECURE 2.0 Act

• This State Could Soon Eliminate Income Tax: Find Out Which States Don’t Tax Income

Copy Editor - Slickdeals

Edit freelancer personal finance articles for style, tone, and accuracy. Topics include banking, investing, insurance, loans, and taxes. Here are some transactional articles I’ve copyedited:

• Best Personal Loans for Co-Signers

• Best Personal Loans for Bad Credit

• Top Banks for Personal Loans

Editor - Credible

Role focused on ghost-editing all mortgages, student loans, personal loans, and debt and credit management blog and social media content on Credible and Fox Business.

(Byline has been updated and removed since leaving, but I wrote and maintained these transactional pieces)

• Current Student Loan Refinance Rates

• Daily Mortgage Refinance Rates - Fox Business

SEO Writer - Keeper

Refreshed content written by finance professionals. Wrote new articles, turning hard facts and how-to’s into engaging readable prose. Suggested inlinks, graphics, sources, and additional/related topics.

• Using invoicing software

• Lyft tax documents

• Building a writing portfolio