Wealth Education Strategic Content
My expertise lies in providing in-depth wealth education, equipping forward-thinking readers with advanced financial strategies to build and preserve lasting wealth. These individuals are committed to developing, managing, and enjoying their wealth. Featured here is strategic content I’ve written primarily for middle market to large financial brands for those audiences.*
I excel in collaborating with marketing and communications leaders at recognized institutions targeting mass affluent and emerging high-net-worth readers.
Contact me about crafting strategic wealth education stories for your core audiences. I’ll partner with you to design messaging that seamlessly integrates into your communications plan and drives your overall business objectives.
(* As my portfolio shows, I also offer my strategic storytelling solutions to select fintechs committed to inclusive finance.)
Client Testimonial
"Dahna and I have worked together on multiple projects for a financial client. Dahna has deep knowledge of the financial issues and interests of mass affluent and emerging high-net-worth people, which has made her a good fit for these projects. She is also skilled at finding academic-level data and research to support her work. And she's a strong writer who is easy and pleasant to work with. I highly recommend her for data- and research-driven financial writing, as well as any strategic content development that requires a solid understanding of your private banking and wealth management readers." —Lisa, Managing Editor, Contently
Diversifying Your Portfolio with Real Estate: Pros and Cons
Holiday Giving That Aligns With Your Goals
One of your values may be transferring wealth to the next generation to ensure they're prepared for the future and can weather macroeconomic shocks. Here are some ways to give the gift of economic well-being while protecting your finances.
Essential Cybersecurity Tips for Protecting Your Assets
What is a donor advised fund?
Financial First Aid for Elder Fraud Victims: Helping Your Senior Overcome an Economic Crime
How to Not Outlive Your Retirement Savings
What it Means to be Executor of a Will
Practical Strategies for Catching Up on Retirement Savings in Your 50s
One Key to Increasing Wealth: Setting SMART Goals
Why inflation happens — and the role of the Fed
How Much Money Do I Need to Retire?
How to Start Saving for a House: 10 Tips to Reach Your Down Payment Savings Goal
How Does a Bridge Loan Work?
10 Credit Card Myths Debunked
Best Debit Cards For Kids in 2024
Why Is Budgeting Important? 9 Reasons Explained
Can You Pay a Credit Card With a Credit Card?
IRA vs 401(k): Which Account Will Maximize Your Retirement Savings?
How to Avoid Distracted Driving
Best Private Student Loans of 2024
Best Debt Consolidation Loans for 2024
(Note: Clients pay me by the hour or word for projects like this and provide detailed project briefs.) Image: Monstera on Pexels.com.