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.Learn More
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.Learn More
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.Learn More
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.Learn More
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.Learn More