Late Bloomer Wealth

Late Bloomer Wealth

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“Genuine Financial Transparency Demonstrated” Part 1

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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

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“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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Some of our Favorite Financial Authors. Need Financial Advice?

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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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Starting young can be the succor for your retirement

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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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Chapter 4: TIAA CREF Signs LAUSD’s Hold Harmless Agreement!

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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 4, 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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Noise at Our Birthday Dinner

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Stay Balanced—Ignore the Noise Dan and I and another gay couple celebrate July birthdays. We take the opportunity to have a splendid dinner, great conversation and rein in four free desserts! We scarcely sat down when our friend Bob complained to the waiter about the noise from ten drinking patrons at the adjacent table, two …

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“Simple but not easy to do.” Wise investing words from John Bogle

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          John Bogle is the Fiduciary’s fiduciary. Listen to his 90 second advice to financial advisers (and for us customers too). Powerful stuff: http://www.investmentnews.com/section/video?playerType=Events&eventID=Morningstar2013&bctid=2498789058001&date=20130621  

Chapter 1: “Not Available”

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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 1, 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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Update! Huffington Post Article and Vanguard Interview Feedback

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Hi, Update! I have gotten some emails that people were having trouble commenting on our Huffington Post article, Wall Street Targets Gay Couples. I have too! I communicated to the staff and it looks like they fixed the problem. Please try one more time to post a comment. It is very much appreciated. If you …

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In her April 3, 2013 “The Color of Money” column Michelle Singletary salutes Financial Literacy Month.

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57% of Americans said a lack of savings worries them most. 43% of Americans said they are concerned about not having enough money for an emergency. Okay, those are the facts. Now, Singletary suggests you stop worrying and do something about it. Dan and Steve say it’s never too late! Get with it now! Here are some …

In her April 3, 2013 “The Color of Money” column Michelle Singletary salutes Financial Literacy Month. Read More »

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