If it has to do with money – how to spend it, save it, invest it, insure it, or retire with it – that’s what I teach about.

My goal is to give you the knowledge to make informed decisions about your money. Whether the choice is about canceling a credit card or when to claim Social Security benefits, knowledge truly is power.  As a professional educator who is also a Certified Financial Planner Emeritus® member, I have built my reputation by combining those skills to make even complicated subjects easy to understand.

I sell no financial products or services. If you’re looking for unbiased, non-commercial financial education, you’ve come to the right place.

Get the knowledge you need to make wiser decisions with your money!

Beginning in the fall of 2026, the focus of my work will switch from in-person presentations to blog posts and recorded videos that you can view on your own schedule.

If you’re in the Chicago area, please join me at one of my remaining workshops. Three are webinars, the others are in-person. The final program (a webinar) will be Oct. 14.

Please subscribe to my blog, where I’ll be posting about the same range of topics that I’ve been teaching about, plus new financial questions that didn’t lend themselves to 60-minute presentations. You can also check out prior blog posts.

Another option is to explore my Resource Lists. There is a List for almost every major topic I have taught about in the last 14 years. They contain links to reliable sources I read and used as I researched each of my presentations. Popular lists are Medicare Choices and Twelve Months to Take Charge of Your Finances.

To those of you who’ve attended my programs either virtually or in person over these last many years, thank you! You have made my work so enjoyable with your interest and excellent questions that kept me on my toes. And to the libraries and other organizations who invited me to present to your patrons, you have been wonderful partners to work with. I will miss you.