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Jeannine DeFoe

I’m a seasoned freelance writer and content strategist specializing in B2B and B2C finance topics. With a sharp eye for detail and deep industry knowledge, I create blog posts, feature articles, website copy and marketing materials that resonate with audiences and drive results.

My expertise spans financial planning, wealth management, retirement strategies and more. I dig deep – interviewing subject matter experts and conducting thorough research – to deliver content that’s not only accurate, but persuasive and aligned with your brand voice.

Whether you're looking to educate, engage, or convert, I can help you craft messages that matter.

Personal Finance/Wealth Management

Citizens •

Wealth Planning Essentials for LGBTQ+ Families

For the LGBTQ+ community, the cost of starting a family can be much higher than for heterosexual couples, so consider incorporating the potential costs — as a budget item and into your cashflow analysis — before and after a child arrives as part of your financial planning.
Expenses can quickly add up, whether that is hundreds of dollars for donor eggs or sperm or thousands of dollars for IVF, surrogacy or adoption. An advisor can help you incorporate the costs of building your family into your f...

4 Ways to Reach Women Clients Through Financial Education

With women assuming a growing share of wealth and financial decision-making in the United States, many advisors are looking for ways to forge stronger connections with female clients. One of the best ways to do that is through financial education, an area where some women lack confidence, according to New York Life Investments (NYLI) research.
Indeed, many women investors look to their advisors to fill that gap with educational resources and opportunities. Educating your clients will empower the...

Retirement

Citizens •

Wealth Planning Essentials for LGBTQ+ Families

For the LGBTQ+ community, the cost of starting a family can be much higher than for heterosexual couples, so consider incorporating the potential costs — as a budget item and into your cashflow analysis — before and after a child arrives as part of your financial planning.
Expenses can quickly add up, whether that is hundreds of dollars for donor eggs or sperm or thousands of dollars for IVF, surrogacy or adoption. An advisor can help you incorporate the costs of building your family into your f...

Ghostwriting

Premier Wealth •

The Biggest Financial Mistakes I See - Premier Wealth

By Gary CassellI’ve been a financial advisor for 25 years, which means I’ve seen a lot when it comes to financial planning. Though everyone’s financial situation is unique, there are several financial mistakes I’ve seen many people make throughout my career. Here’s my list of the biggest financial mistakes people make and what steps you can take to avoid them. Reaching major financial goals such as buying a house, paying for your child’s college education, or retiring with a healthy nest egg doe...

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