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Jeannine DeFoe

I'm an experienced freelance writer and strategist skilled in crafting effective blog posts, feature articles, website copy and marketing materials on B2B and B2C finance topics. I'm knowledgeable about topics including financial planning, wealth management, and retirement. I’m skilled in interviewing subject matter experts and conducting research, which helps me craft strong messages for my clients.

Rutgers Alumni Association • July 3 2025

A Nutty Family - Rutgers Alumni Association

For alumni David Braverman LC’02 and his family members who run Nuts.com, bringing new ways to operate a 95-year-old company has helped them grow rapidly.

Prudential - Should I work with an advisor?

Wasatch Micro Cap Growth—U.S. Strategy

January was a strong month for micro-caps, as we look forward to improved margins for consumer holdings.

Morgan Stanley • July 2 2025

Why Advice Matters | Morgan Stanley

Going it alone can be difficult. Learn how a Financial Advisor can work with you to build a wealth plan that helps you reach your goals.

Citizens • July 2 2025

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...

Forge Startup Trends - Companies Moving Toward 2025 IPOs

During Q3, several high-profile firms announced or were reported to be planning 2025 IPOs. The public offering market is now looking ahead to 2025, as a number of prominent companies have announced potential offerings for next year.

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...

Corebridge • July 2 2025

Navigating retirement savings and finance for women at any age

No matter where you are in your career - whether you’re just starting out, been working for a decade+, or you’re closing in on retirement - there are steps you can follow to gain confidence and take control of your financial future.

Thrivent • February 27 2025

How many savings accounts should I have to maximize my savings?

Savings accounts are a great way to put money aside for upcoming needs. And having multiple savings accounts can help you dedicate accounts to specific goals. As you implement your savings plan, you might wonder: How many savings accounts should I have?

Premier Wealth • July 6 2020

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...