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Plan Well, Retire Well

Saving and investing your money

Financial Education Rocks!

What an amazing week. Money Smart Week has come and gone in Illinois like a whirlwind! People from all walks of life and careers came together to help people better understand finances. I love this event because Money Smart Week partners include bankers, community educators, school teachers, media, stock brokers, financial planners, grocery store managers and more. And...

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Money Smart Week is here!

From April 18 to April 25, take advantage of the numerous workshops and other public events that are part of Money Smart Week . In the Chicago metropolitan area, there are more than 450 separate events. There are also numerous events in Champaign-Urbana, Bloomington, Peoria, Rockford, and the Quad Cities. Led by the...

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The death of diversification?

Some people have given up on diversification. You've heard or read about them - people who are so fearful that the current market downturn is the beginning of the end that they will only keep their money in US Treasury securities or insured bank accounts. Maybe you are one of them. It's understandable. Even the most novice investor knows the mantra, Don't put all your eggs in o...

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