PreK-12 Educators

Steve’s Book Review on the “Wild West.” 0

Steve’s Book Review on the “Wild West.”

Posted by on Apr 29, 2016 in Fee Only Fiduciary Financial Advisors, LAUSD Employees, PreK-12 Educators

My friend Scott Dauenhauer wrote a great book. He is asking all fiduciary-minded financial advisers to take a look at servicing the public school educator market. He explains what you need to know and proceeds to show you in detail how to enter, grow and succeed in your private practice. As a public school teacher, my colleagues need you as the 403(b) market and teachers have been exploited, abused and monopolized for decades by the insurance industry. Public K-12 Educators are begging and screaming for advisers they can trust.

Learn More
L.A. Teachers: LAUSD’s Award Winning 457(b) Plan Presentation 2

L.A. Teachers: LAUSD’s Award Winning 457(b) Plan Presentation

Posted by on Mar 31, 2016 in Financial Education/Literacy, LAUSD Employees, Laymen to Laymen Financial Information, PreK-12 Educators, Retirement Planning

The first 100 Retirement Investment Workshop participants will get a complimentary paperback copy of Fighting Powerful Interests! (You can also get my free book right now on this blog as an eBook).
To register for the Saturday, April 16th workshop at UTLA headquarters, call Evy Vaughn, UTLA Conference Secretary (213) 487 5560 or register online by clicking “Learn More” below.

Learn More

What can 2.5 months do to my boring portfolio performance?

Posted by on Mar 19, 2016 in Beginning Investing, Consumer Finance, Do it yourself investors (DIY), LAUSD Employees, Laymen to Laymen Financial Information, PreK-12 Educators

The first six weeks of the new year was a bust for the stock market. But in the seventh week something magical happened–it turned bullish. Oil prices went up and our Federal Reserve Board remarks on the status of the economy was neutral, along with a thousand other economic moving parts. I ignore all of the noise and stick with my planned portfolio allocation.

Learn More
Welcome UTLA Members! 0

Welcome UTLA Members!

Posted by on Feb 26, 2016 in LAUSD Employees, PreK-12 Educators, Retirement Planning

Hi UTLA Members!
My name is Steve Schullo, and I assume you are here because of my ad in the United Teacher newspaper (If not, that’s okay too). I am very excited you took the time and effort to come here. My blog is a topic that is rarely talked about in our educational circles: retirement planning using the district’s 403(b) and the newer 457(b).

Learn More
How to manage your classroom budget with four fun lessons 0

How to manage your classroom budget with four fun lessons

Posted by on Dec 29, 2015 in LAUSD Employees, PreK-12 Educators

Because I am a retired teacher, from time to time I will post guest articles from other teachers anything about money management and classroom instruction. Susan Lee wrote an excellent article for teachers on how to fund educational projects with your money. As teachers, we all know that we spend hundreds of dollars each year to purchase supplies and other materials for those special projects. Susan skillfully integrates her ideas with the four major subjects: English, Math, History, and Science.

Learn More