Welcome, Fans of Financial Education!

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™, 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!

Join me at an upcoming workshop. If you live in the greater Chicago area, I frequently present programs for area libraries.

Sign up for quarterly notices about future programs.

Contact me about a program for your organization. If you’re looking for an unbiased, stimulating presentation about personal finance for your staff, customers or patrons, check out my workshop topics .

Explore on your own, using the Resource Lists I create as I research each of my presentations.

Financial Help During the Pandemic

The American Recovery Plan provides several forms of financial assistance. Learn more here about student loan forbearance, mortgage forbearance, economic impact payments, and how filing your income taxes for 2020 could get you a substantial refund - even if you owe no tax. .

Freeze Your Credit Reports for Free

As of September 21, 2018, anyone can freeze, unfreeze, or temporarily thaw a credit report for free. You must do this separately with each of the three major credit reporting agencies:

Equifax.com/personal/credit-report-services or 800-685-1111

Experian.com/help or 888-EXPERIAN (888-397-3742)

TransUnion.com/credit-help or 888-909-8872

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