Posts by Steve Schullo, PhD

Book Review: The Soul of Money 0

Book Review: The Soul of Money

Posted by on Apr 19, 2017 in Consumer Finance, Donating to Charities, Financial Education/Literacy, Frugal Habits, Women Investors

If you want a more emotional, personal, and passionate point of view of money, read my review of The Soul of Money by Lynn Twist. It is surprisingly similar to John Bogle’s Enough book. I have come to realize the when it comes to thinking about money, people who do not have it, think about it all the time, and those who have saved, invested and managed their money, can think of supporting causes that make this planet a better place for all of us. I have discovered that I have become a better person by discovering and learning the investment process.

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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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