Money · decisions · building things
Personal finance guides, business lessons and stories about bringing projects into the real world.
This section brings together my finance writing with practical entrepreneurship and project work. From getting more out of a savings plan to managing a digital project, the focus is on clear decisions and useful lessons.
Personal finance
529 to Roth IRA Transfers
A practical guide to SECURE 2.0 rollover rules and transferring eligible 529 funds to a Roth IRA.
27 Money Moves by 27
Personal lessons from financial choices, habits, and the decisions I’d make differently.
Beginner’s Budgeting Guide
An introduction to organizing income, spending, goals, and financial habits.
Explore all personal finance posts →
Entrepreneurship & professional work
Business Operations Portfolio
A separate overview of my work, practical responsibilities and operational experience.
Entrepreneurial Multimedia Skills
Thoughts on building the skills needed to create and manage independent media work.
Projects and case studies
Scittery Woods Townhomes
How the digital presence for a workforce housing development came together, from visual materials to web communication.
Digital & Web Projects
Website design work, media projects, and the broader portfolio of work I’ve helped deliver.
Additional writing: Entrepreneurship archive · Personal finance archive. Older posts retain their original publication dates and historical context.