Late Bloomer Wealth

Late Starters

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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UTLA/LAUSD 403b/457b Investment Workshops-Sat. April 26

Dan and I will be presenting for the third time! Come and enjoy the information from all the presenters with lite breakfast and lunch included for $5.00. We will be giving away information about evaluating financial advisers, fiduciary responsibility definition and the oath and the list of all LAUSD 403b/457b options.

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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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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Sensible Plan for Retirement–Starting in Your 30s or 40s. Yikes! Are we too late?

Saving and Investing in Your 30s and 40s By Guest Author Michael Vincent If you spent your 20s having fun and not taking your finances seriously, you should start being more proactive in managing your finances in your 30s or even 40s. This is because you’re at that point in your life that you should …

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“Genuine Financial Transparency Demonstrated” Part 2

Mercer Consultants Mercer’s rep marched to the podium with a briefcase and stacks of reports, wearing a smartly dressed dark suit. I got a heads-up about Mercer from my professional friend, Brian Cressey. Without hesitation he said “Mercer is the crème de la crème of retirement plan consulting firms.” Their website showed they’re a huge …

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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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