Late Bloomer Wealth

Frugal Habits

Trust and Leadership. Nelson Mandela and John Bogle.

Click here on our society’s problem about leadership and trust. There is probably not much that we already don’t know. But the author starts with the leadership model of Nelson Mandela. Who could possibly fill that great leader’s shoes? Click here to read what John Bogle (The financial world’s “Nelson Mandela”) says about leadership and …

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Veterans Day Deals!

Tuesday, November 11th is Veterans Day Please Remember the Veteran in Your Life. Discounts and Freebies   Reported by Heather Sweeney There are literally hundreds of discounts available all over the country. • 2014 Veterans Day Restaurant Offerings • 2014 Veterans Day Travel & Recreation Discounts • 2014 Veterans Day Retailer Offerings • 2014 Veterans …

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Steve’s Book Review: “Who Really Cares?”

Who Really Cares: The Surprising Truth About Compassionate Conservatism by Arthur Brooks and James Wilson. Data provided some good points, but the methodology and interpretation was biased to the private enterprise ideology. This started off very interesting, but descended into a chance for the authors to rant. In the end it was not an incentive …

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Money Roundup: Portfolio Evaluation, CA couple saved 1.5M under 40 w/ 2 kids! & other tid bits.

Portfolio Evaluation Anybody? Listen to my friend Ron DeLegge of the Index Investing Show evaluate a listener’s portfolio. Ron just did his weekly Portfolio Report Card on a $95,0000 retirement portfolio for Charles – a farmer, in Sweetwater, OK.  If you want your portfolio evaluated, send your request to Ron and he will do it …

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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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Free ebook, Calculators and another reference to connect with fee-only financial advisers

Stock Market Reaching New Highs! Isn’t the stock market going crazy! Our portfolio has made up about a 30% of the cost of purchasing our new Tesla electric car since we bought it two months ago. That’s how wealth building works with investments that grow with the economy (annuities don’t). If the market continues to …

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Mr. Money Mustache: The Best Blog for the most boring aspect of wealth building, Frugal Living.

  Let’s face facts folks, you cannot attain wealth without frugal living. Oh no, not again!, you might be lamenting. Please don’t leave without taking a look at how Mr. Money Mustache lives it. I wrote in my journal this morning about his incredible blog and the creator, Mr. Money Mustach, aka “MMM:” MMM writes like …

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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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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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