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Plan Well, Retire Well

Saving and investing your money

Where do you go for financial information?


This question comes up regularly between my colleagues and me. When you're in the business of financial education, it matters where people go to ask questions about money.

Where do you go? If you want to find out about IRAs or the new credit laws or how to choose a mutual fund, do you

  • visit a website,
  • read a newspaper,
  • check out a library book,
  • call a relative,
  • ask a friend on the weekend,
  • read a blog, or
  • watch TV?

According to a recent Wall Street Journal article, more and more people are going to independent financial advisors (rather than brokerage firms) for their financial information. If you have been thinking about visiting with a financial advisor, check out the U of I Extension's website, Choosing a Financial Professional, for tips on questions to ask.

Extension Educators are always looking for new ways to provide education to people who can use it. We know people have questions about finances. It seems likely to us that people are asking financial professionals questions such as:

  • What should I do with my retirement plan now?
  • When does long-term care insurance make sense?
  • What's the truth about reverse mortgages?

But how do we get the objective, research-based information we have to the people asking questions? We keep trying new methods.

This year we're trying a new way to provide financial education: teaching financial professionals who are talking regularly to clients. In September, my colleagues and I are teaching a special one-day symposium through the University of Illinois Tax School: Strategies for Today's Economy. The symposium will be offered three times in Illinois:

  • September 28: Oakbrook Terrace
  • September 29: Peoria
  • September 30: Collinsville

For more information about these symposiums, visit online Strategies for Today's Economy.

And, we're open to ideas for other ways to reach people with financial education!

I'd really like to know -- where do you go? Drop me a note by clicking on my name below and tell me where you go for financial information.



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