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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

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EY Financial Planning │ Summer 2026

Understand your college savings options
 
With the rising cost of education, saving while your children or other loved ones are still young can help ease the impact of college expenses. Some savings options offer tax-free investment growth and other advantages, while others allow you to use the funds for non-college needs if plans change.
According to the College Board’s Trends in College Pricing report, the average cost of attending a four-year public college as an in-state student during th...
Thrivent.com •

What is a trust? A guide to types, purposes & tax strategies

In planning your estate, don’t overlook the role trusts can play. Establishing trusts as a way to transfer wealth isn’t just for the wealthy. Trusts can help support your wealth transfer, estate planning and legacy planning goals. They provide strategic benefits, including minimizing taxes and supporting the people and causes you care about. Trusts also offer the emotional benefit of knowing that your wishes will be carried out today and in the future, supporting your loved ones and the causes y...
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...

EY Financial Planning │ Spring 2026

How your asset allocation can help you weather market ups and downs
 
Investing in stock and bond markets is one way to grow your money over the long term, but it comes with exposure to market volatility, or periodic price swings up and down.
Your investment mix can help you ride out market volatility while staying on track toward your financial goals. Asset allocation refers to how you divide your money among different asset classes — such as cash and cash equivalents; fixed‑income securitie...

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