Late Bloomer Wealth

Month: October 2013

Chapter 7: California Assembly Bill 2506

NOTICE TO READERS! This chapter 7 is an early version of my book, “Fighting Powerful Interests.” For the finished and completed published book, go to the home page and obtain the free pdf. (Click here and scroll down. Subscribe to our blog and download the book!). For­ward 2002. In this chapter we head for Sacramento …

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Chapter 5: American Federation of Teachers (AFT) seeks a National 403b Vendor

NOTICE TO READERS! This chapter 5 is an early version of my book, “Fighting Powerful Interests.” For the finished and completed published book, go to the home page and obtain the free pdf. (Click here and scroll down. Subscribe to our blog and download the book!). Foreword to Chapter 5: Read what the American Federation …

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Some of our Favorite Financial Authors. Need Financial Advice?

From Mr. Bogle to Mr. Roth. These gentlemen have the investing philosophy that Dan and I follow–indexing with low cost funds, diversification with a healthy allocation of bonds and rebalance as needed. Jack Bogle: Dan and I will be attending the Bogleheads conference in Philedelphia next week and hope to meet Mr. B. Here is an article …

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Chapter 6: TIAA CREF Effort to Get “Union Approved”

The great TIAA CREF low cost 403b signed on to LAUSD’s 403b list in 2001. Then they tried unsuccessfully to get the United Teachers Los Angeles (UTLA) “Union Approved” stamp.   My decade-old story is timely today. The resistance to TIAA CREF entering the PreK-12 educational profession remains strong. Teachers seldom have low cost 403b plans. My story provides clues as to the reasons why the resistance to low cost 403b companies …

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Starting young can be the succor for your retirement

Starting young can be the succor for your retirement by Guest Author Martha Jackson Saving from an early age is important. Why do so few actually start young? In the 20s you stay occupied mostly with your life, your studies and your career. You hardly seem to have any time left for financial planning. Thus you must …

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