Late Bloomer Wealth

Baby Boomer Investors

Documentary Premiere: “Playing with FIRE” (Financial Independence Retire Early)

If you think the baby boomer generation fundamentally changed retirement life, read this post and you might be wondering. Of course, my boomer generation changed retirement living at the traditional age of retirement at 65. Instead of reading the newspaper with our coffee each day, we are active and enjoying activities that we had not had a chance during our working years. Some have started businesses or decided to live abroad, and others have done the traditional retirement stuff, traveled, visited relatives, or stayed on the job because they loved what they do. I opted to write two books and a blog about retirement planning and volunteer for three organizations that matched my values. I also have taken private flying lessons, ballroom dancing classes, started a side hustle by renting my 2nd car to tourists and took lessons in Buddhism. I also experienced a terrible loss of my spouse, Dan of 40 years, and my older brother, sister, and friends. I went through grief and therapy to heal. Retirement life is also just life both the positive and not so positive. This post is about a group of young adults who want to do what we are doing only decades sooner than 65! I love them and share why I became an Associate Producer of this documentary, Playing with FIRE.

Investing Basics, Final Part 4

Part 4: Putting It All Together In Part I we discussed what to ignore in the enormous and complex financial industry and what to focus on–stocks and bonds. The proverbial “needle” in the “needle in the haystack” is found easily. Knowledge of ignoring the financial world ‘s “haystack” is the trick to finding the needle. …

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John Bogle Says….

The future of the financial system will be smaller, leaner, low-cost, and less complex (thank goodness!).  Currently, the vast majority of retirement plans (403b, 401k, 457b*) are big, fat, high-cost and way too complex. Retirement planning should be about as difficult to discover and learn as our first day on the job. For teachers it …

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Introduction to a new proposed Book

Subtitle: Educators Challenged Tax-sheltered Annuities and WIN! Notice to readers. These chapters are an early version of this book without the 17 appendices, glossary, financial pod casts and other information in the 2nd half of the book. For the finished and completed published book, go to the home page and obtain the free pdf, click …

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Chapter 10: Our Committee Recommends a new TPA, a Genuine Fiduciary.

ATTENTION Readers: This chapter is an early version of my new book just released, March, 2015. For an update of all the Chapters including this Chapter 10, go to the home page and scroll down. On the right are directions to get the full story in 11 Chapters and 17 appendices, resources, letters, books, podcasts …

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Psychology Today Magazine Published a Wonderful Personal Finance Article!

I was a psych major, and I was surprised that a financial related article was published in their popular magazine, Psychology Today. It was so good I wrote the following response. But first read their article: Click here. We live in Palm Springs and we see widows that are left with a bundle of money and …

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Why Market Timing is Bad for our Financial Health. It’s cunning, baffling, powerful and WRONG!

I have listened to Index Fund Adviser’s podcast for years and offer excellent financial information on their website too. I wanted to show you their latest video podcast. Wow! It’s great for beginning and seasoned investors. Consider this, if your grandfather invested $1000 for 70 years from 1942 and ending in 2011 with three different …

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Guest Post: Retirement Guidelines for Late Bloomers

Retirement Guidelines for Late Bloomers: Don’t Work for the Man Again by Guest Author Louis Mack How long have you been putting off thinking about retirement? The average American puts off saving for retirement, making it a last priority, or doing the bare minimum with 401Ks. You may be surprised what is expected of your …

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“Genuine Financial Transparency Demonstrated” Part 1

Part 1 (of 10) Genuine Financial Transparency Demonstrated 2006-2011 Alexander the Great untied the Gordian Knot with his sword. Previous attempts to solve the impossible entanglement were unsuccessful by conventional thinking. Whoever unraveled the maze would become King of ancient Phrygia. Zeus was so pleased with Alexander’s shrewdness he granted royal status and a lifetime of …

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Late Starters? Don’t Worry, get started now

“ETF Funds For Late Starters” Excerpts: “One of the more unnerving facts about retirement investing is the illusion of knowledge. As we get older and more wise to the world, the tendency is to believe that we understand how things work.”  I agree! Excerpt: “Late starters to investing can avoid this trap by using index …

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