Posts by Steve Schullo, PhD

Book Review: “Your Money or Your Life” 0

Book Review: “Your Money or Your Life”

Posted by on Jun 13, 2017 in Beginning Investing, Financial Education/Literacy

I have read many books on personal finance. The majority were about the quantitive aspect: the data, graphs, statistics, market history, types of stocks and bonds, and the skills needed to construct low-cost diversified portfolios. This book finishes the job by discussing the lesser status qualitative aspect: your thinking and your emotions surrounding money. Both aspects make valid contributions for the eventual, sometimes elusive goal of financial independence, and to be happy at your job and giving back to the greater good.

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Steve’s Q1 2017 Returns of his Portfolio and “Dating” 2

Steve’s Q1 2017 Returns of his Portfolio and “Dating”

Posted by on Apr 11, 2017 in Annual and per quarter returns, Personal Finance

Yep, you read the title of this blog correctly. But first I apologize, as it’s been a long time since my last post.

Since the beginning of the year, my portfolio and my personal life are growing and changing. As you know, I have experienced the worst personal loss of my life for the last 1.5 years. Because of my work with a grief group, 1 X 1 with a life coach, and maintaining connections with family and friends, being single again sucks sometimes, but I have begun the impossible, dating! I had never planned to be single so soon in my retirement and in the most shocking way. So what am I doing differently? I put my personal profile on a couple of dating sites, and I have actually gone out on coffee, hiking and dinner dates for the first time in 40+ years! I am beginning to appreciate being free and single again. I can do anything I want, and I have the financial resources to do just that.

Besides my personal life going in a positive direction, this stock market continues to grow, and so does my portfolio. Take a look at how my investments performed, my asset allocation and my costs. It’s only one click away.

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7 Ways to Assist Your Parents 0

7 Ways to Assist Your Parents

Posted by on Apr 9, 2017 in Financial Education/Literacy, Retired Couples, Retirement Planning

If you’ve got aging parents as well as children of your own to look after, you’re part of the “sandwich generation”. You may want to ensure secure future for both your parents and your kids, the stress of juggling these responsibilities can become overpowering. Retirement is becoming more expensive every day, but have your parents been investing for it?

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