Women Investors

Book Review: “The Wisdom of Finance” 0

Book Review: “The Wisdom of Finance”

Posted by on Sep 6, 2017 in Financial Education/Literacy, Successful Wealth Building, Women Investors

After reading Dr. Desai’s excellent book twice, I could still benefit from a book club discussion to comprehend the enormous challenges that “The Wisdom of Finance” takes on. Thus, I present an amateur review of a complex problem from a do-it-yourselfer (DIY) regular investor. But the implications of combining humanity and finances have never been greater. The world is changing, the financial industry and the humanities had better get prepared for this inevitable evolution.

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Book Review: The Soul of Money 0

Book Review: The Soul of Money

Posted by on Apr 19, 2017 in Consumer Finance, Donating to Charities, Financial Education/Literacy, Frugal Habits, Women Investors

If you want a more emotional, personal, and passionate point of view of money, read my review of The Soul of Money by Lynn Twist. It is surprisingly similar to John Bogle’s Enough book. I have come to realize the when it comes to thinking about money, people who do not have it, think about it all the time, and those who have saved, invested and managed their money, can think of supporting causes that make this planet a better place for all of us. I have discovered that I have become a better person by discovering and learning the investment process.

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New York Times 403(b) Horrific K-12 Stories 0

New York Times 403(b) Horrific K-12 Stories

Posted by on Oct 28, 2016 in LAUSD Employees, PreK-12 Educators, Women Investors

Welcome New York Times Readers to my Blog. My name is Steve Schullo, a retired Los Angeles Unified School teacher and an advocate for cheaper 403(b) plans for over 20 years. Please follow up on these fantastic (and rare) print media articles by a fantastic New York Times editorial staff, and their superb reporter Tara Siegel-Bernard.

She has been working on these articles since the beginning of the year. The educational professional and its institutions are reticent to talk about the 403(b). The rationale is easy. We educators hardly ever talk about the 403(b) publically or in any organized manner. Why? Nothing wrong with talking about how to best invest our retirement money that supplements our pension plan. After all, the 403(b) is 100% of our money.

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Legal Marriage: A LGBTQ Investor game-changer! 0

Legal Marriage: A LGBTQ Investor game-changer!

Posted by on Sep 4, 2016 in Gay Investors, Lesbian Investors, Women Investors

How has last year’s marriage equality law passed by the Supreme Court affected the hundreds of benefits here-to-fore only afforded to straight married couples? I have compiled four published articles that address some of these benefits. I have one in depth response to one of the articles whose author is an LGBTQ adviser who also wants to be your “friend” of the community, only because he is gay. The primary competency you need to look for when hiring your LGBTQ adviser is to make sure he or she is a genuine fiduciary.

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Karen Shares Her Financial Epiphanies 0

Karen Shares Her Financial Epiphanies

Posted by on Mar 21, 2016 in Beginning Investing, Do it yourself investors (DIY), Fee Only Fiduciary Financial Advisors, Laymen to Laymen Financial Information, Women Investors

An epiphany is defined by “a ​moment when you ​suddenly ​feel that you ​understand, or ​suddenly ​become ​conscious of, something that is very ​important to you.” Read this short story of my good friend’s financial epiphany and how all of her questions were answered by who she describes as an “independent financial adviser” she paid by the hour.

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