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.

Read my posts on University of Illinois Extension’s Plan Well – Retire Well blog. I write about many of the same topics on which I speak.


Recording of Investing 101 webinar now available

Click the image to go to the recording of Investing 101, the Money Smart Week webinar I presented in January, on the Money Smart Week website. In less than 30 minutes, you can have a better understanding of stocks, bonds, and mutual funds.

Will the new Social Security rules affect you?

The File & Suspend strategy and the use of restricted applications for many future filers are ending, thanks to the the Bipartisan Budget Act of 2015.

To find out whether you're affected, go to the Resource tab. Click on Strategies for Claiming Social Security Benefits. You'll find a link to my blog post and to the best detailed sources about who's affected.

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