Jeannine DeFoe

I’m a reporter turned freelance financial writer who specializes in crafting articles, thought leadership, ghostwriting, case studies, newsletters, blog posts and web copy for financial advisors, retirement providers and fintech firms. My clients include Equitable, Morgan Stanley, TIAA and Prudential. I also work with agencies including Skyword and Masthead. I’m based in the NYC region. 

info Subjects

General

Business & Finance

Specialties

Annuities, retirement, wealth management, personal finance, fintech

notepad Skills

  • Articles
  • Blog posts
  • Brochures
  • Case studies
  • Conference/meeting coverage
  • Content marketing
  • Ghostwriting
  • Web copy
  • Communications strategy

Selected Work

As author, unless indicated otherwise.

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Strategies to Deal with Potential Capital Gains Tax Increases

Ghostwritten article in Kiplingers on tax planning, completed for the head of Citi’s Wealth Planning Group

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How Busy Small Business Owners Can Plan for Retirement

Article for investment manager American Century targeted to small business owners saving for retirement. 

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Evaluating Alternatives to Credit-Based Underwriting

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