Financial Planning for Senior Clients

Dana Shilling has an A.B. in History from Goucher College, and a J.D. from the Harvard Law School. A useful combination—because the ever-changing rules make a lot more sense in historical perspective. She has worked in the language simplification/ forms design field, which taught her a great deal about how to find the best place to start explaining something difficult and how to convey complex concepts. Her pandemic passion is online jigsaw puzzles, which also taught her a lot about finding patterns. She is retired from the New York bar and now writes full-time. Shilling currently resides in Jersey City.