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{ Financial }

HP MVP Workbooks

These were chapters of a cute personal finance workbook I created before someone at HP woke up and said, "What the hell is HP doing giving out personal finance advice?" Yoink, and it was gone.

Setting Goals   (1MB PDF)
Tracking Your Spending  (621K PDF)
Receipt Envelope  (324K PDF)

Personal Finance and your PC   (2.1M PDF)

Arnerich Massena Retirement Fund Newsletter

I started out as a freelancer for Arnerich Massena, then joined the staff to work on their quarterly retirement plan newsletter. After only three months, we parted ways (much to my relief and theirs, I'm sure) but I believe these were some of the better financial articles I've ever written.

On March 26, 2004, I was contacted via certified mail by Arnerich Massena's legal team and ordered to remove three newsletters AND destroy any unauthorized physical copies. THAT'S a new one. Anyway, if you'd like to know the gist of the articles, e-mail me and I'll try to explain what I can remember of them, assuming that's OK with their legal beagles.

SunTrust 401(K) Sales Brochure
I came up with this four-move checkmate concept and copy for SunTrust Bank's 401(k) division. SunTrust had an existing game theme for its 401(k) communications, but it was too childish for the Type-A CFO to whom this brochure spoke.

Sun Trust Brochure Page (311K PDF)
Sun Trust mailer (PDF)
Sun Trust mailer (PDF)