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Plan Well, Retire Well

Saving and investing your money

One more blog about money and retirement

I recently did a search to see how many financial blogs there are with URLs ending in .edu. I was a little surprised that I found only a couple, although there are scads of them on commercial websites. Our team of four financial educators has decided to fill that gap!


The Cooperative Extension Service, of which we are a part, is charged with providing research based, unbiased educational information to the public. And that will be our aim with this blog–to cut through the noise and provide you with concise, reliable information about any and all financial issues that impact your ability to plan and save for the future. We also hope to have a little fun along the way. We invite you to join us.


You can expect a new posting each Thursday, with additional posts when current events or random thoughts warrant it.


Since this is my first posting, let me tell you a little about myself. I work in the Chicago area, teaching workshops about everything from choosing the best credit card to choosing mutual funds. I am a Certified Financial Planner™ and I choose to use that training as an educator.


My second most favorite thing about work is to be in front of an audience and see the facial expression that comes when a person learns something, probably something they had found confusing up until that moment. Then, my most favorite thing happens: people start asking great questions based on their new-found understanding.


I won't be able to see your face as your read this blog, but I do hope you will email and let us know when this blog has cleared up a confusing concept for you, or helped you make a positive financial change.


To get a taste of the kinds of things we will talk about on this blog, visit our free web site, Plan Well-Retire Well. You can check it out at


Welcome aboard!

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