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.

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27 Money Moves by 27

Personal lessons from financial choices, habits, and the decisions I’d make differently.

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Beginner’s Budgeting Guide

An introduction to organizing income, spending, goals, and financial habits.

Start budgeting →

Explore all personal finance posts →


Entrepreneurship & professional work

Business Operations Portfolio

A separate overview of my work, practical responsibilities and operational experience.

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Entrepreneurial Multimedia Skills

Thoughts on building the skills needed to create and manage independent media work.

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Projects and case studies

Scittery Woods Townhomes

How the digital presence for a workforce housing development came together, from visual materials to web communication.

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Digital & Web Projects

Website design work, media projects, and the broader portfolio of work I’ve helped deliver.

Browse projects →


Additional writing: Entrepreneurship archive  ·  Personal finance archive. Older posts retain their original publication dates and historical context.