Enjoy Susan’s Collection of Published Articles

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Three Older Men

The Power of Connection: Inspiration for Seniors Facing Isolation

Explore the vital role of social connection in healthy aging.

global shipping yard filled with colorful containers

Fixed Income and Tariff Policy: Advising Clients in an Era of Uncertainty

Advisor Perspectives

This article examines the role of the financial advisor in assisting investors during periods of market flux.

business meeting with documents being reviewed

Business Exit Planning

The Street

This article explores strategies and tips to ensure a seamless company exit plan.

With Mergers on the Rise, How Can Law Firms Ensure Their Success?

ABA Journal

This article explains the impact of mergers on law firm operations.

person on iPad looking at risk level chart

The Elephant in the Advisor/Client Relationship

Advisor Perspectives

This article provides actionable tips for how financial advisors can talk to their clients about different kinds of risks.

Planning Businessperson Holding in Hand New technologies

CFO Succession Planning: Tips for Exiting Your Company the Right Way

CFO.com

This article explains how CFOs can seamlessly transition their executive duties to a successor.

woman on park bench playing a game on her phone

Gamified Apps: New Ways to Encourage Financial Education

The Street

This article explains the benefits of gamification and provides investment industry examples.

older man in corner office looking out the window

The CFO’s Second Act: Succession Planning Matters

CFO.com

This article discusses the impact on companies and individuals when CFOs are ready to retire or go elsewhere.

This photo shows a smiling older gentleman wearing a blue apron and checking a page in a notebook. He is standing in front of a storefront that features an Open sign.

Experience + Passion = Success: Why Older Entrepreneurs Are Crushing It

The Street

This article describes how experienced individuals are building successful businesses.

robots working with humans

Human Expertise Meets Machine Intelligence: The Winning Formula for Modern Financial Planning

The Street

This article discusses how AI is augmenting, not replacing, human advisors.

Person holding a chalkboard sign saying "Build Good Habits"

Don’t Wait: Advocate for Your Future Retired Self Now

The Street

This article looks at The Mind Body Approach to Retirement: Determining when to retire and how to extend health span, once retired, requires careful planning and the ability to assess specific goals you want to achieve.

This image shows a calculator and pen next to a placard that reads "Tax Planning."

Ticking Tax Clock: CFOs Address Tax Policy Politics and Hidden Taxes

CFO.com

This article provides insights from CFOs and consultants about tax policy and hidden taxes ahead of the 2024 U.S. federal and state elections.

This image shows a calculator and coffee cup with a sticky note that reads "Tax time!"

CFOs Can’t Be Lax About Taxes: 3 Concerns in 2024

CFO.com

This article explains why tax analysis is an essential part of CFOs’ strategic decision-making.

This image shows a man in a navy blue business suit on his phone with overlaid words and images that indicate a scam or cyber crime.

A Bad Return on Your Money

Fraud Magazine

This article discusses different types of investment fraud and red flags to watch for at a time when technology has made it easier for fraudsters to steal hard-earned savings.

This image shows a circle with the words "Digital Banking" and six surrounding smaller circles with icons relating to money and technology.

Solutions Overview for Digital Banking Technology Company

Nymbus

This product brochure was written for bank and credit union decision-makers to explain how the Nymbus Launch solution could help them offer digital banking services to their customers.

This image shows the hands of a woman writing in a notebook with a laptop and coffee cup located nearby on the top of a desk.

Why I Pursued an MFA in Creative & Professional Writing

Sisters in Crime CT

This essay describes the benefits of earning an MFA graduate degree in writing, even for experienced writers like Susan Mangiero.

This image shows a man and woman wearing glasses and seated around a table with two colleagues.

The Doctoral Difference Sets Executives Apart

AASCB

This article looks at business and financial professionals who pursued doctoral education to improve their abilities to strategize, balance theory with practice, and lead organizations through complex times.

This image shows a blue pencil, a magnifying glass, a calculator, and a desktop mat that shows the words "Fraud Prevention."

Fraud and Fiction

George Cramer

This blog post describes misplaced trust as a cause for financial fraud and explains the concept of a fraud personality.

This image shows two female students moving into student housing.

Nova Credit partners with San Diego startup to tackle student housing crisis

Fintech Nexus

This article explains how Nova Credit helps students and immigrants with thin credit files qualify for housing by analyzing non-traditional credit data.

This image shows a red typewriter ribbon and text on a sheet of beige paper that reads "The Power of Words."

5 Tips For Creating Great Content From a Journalist-Turned-Marketer

ASJA Magazine

This article reflects advice from Gavin Daly, SVP and head of corporate and digital marketing for Cohen & Steers, about how to create powerful business and financial content.

This image shows a blue, orange, and white digital hub with financial graphs and foreign currency symbols.

Marketing to Institutional Investors in the Digital Age

CAIP Forum

This article reflects advice from Jacqueline Gallant, a marketing executive with SLC Management, a division of Sun Life, about how to effectively communicate with institutional investors.