NOTICE TO READERS! This chapter 5 is an early version of my book, “Fighting Powerful Interests.” For the finished and completed published book, go to the home page and obtain the free pdf. (Click here and scroll down. Subscribe to our blog and download the book!). Foreword to Chapter 5: Read what the American Federation …
Chapter 5: American Federation of Teachers (AFT) seeks a National 403b Vendor Read More »
The great TIAA CREF low cost 403b signed on to LAUSD’s 403b list in 2001. Then they tried unsuccessfully to get the United Teachers Los Angeles (UTLA) “Union Approved” stamp. My decade-old story is timely today. The resistance to TIAA CREF entering the PreK-12 educational profession remains strong. Teachers seldom have low cost 403b plans. My story provides clues as to the reasons why the resistance to low cost 403b companies …
Chapter 6: TIAA CREF Effort to Get “Union Approved” Read More »
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 …
Chapter 4: TIAA CREF Signs LAUSD’s Hold Harmless Agreement! Read More »
Change is the only constant way of life – Avert the pangs of money mistakes during your 20s by Guest Author Martha Jackson When you’re in your 20s, you’re probably graduating from high school, settling down with your career and standing on the threshold of making some major life decisions. While you’re busy thinking who …
Twentysomething’s Personal Finance Plan by a Twentysomething Guest Author Read More »
Crystal Mendez, Teacher LAUSD Brad Rumble, Principal LAUSD September 7, 2013 Los Angeles Unified School District Board Members and Superintendent The Los Angeles Unified School District’s Board of Education will proclaim “National Save for Retirement Week,” on October 20th-26th for the seventh year. Many reports show the dire need of Americans to …
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 …
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 …
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 …
Update! Huffington Post Article and Vanguard Interview Feedback Read More »
A Closer Look at LGBT Retirement Planning Costs With the Supreme Court decision looming on same-sex marriage, the major financial institutions have their eyes on the LGBT community as a niche market. Wall Street investment banks and the brokerage firms are undergoing specific training to address the “complexities” of managing your money in three crucial …
We were interviewed about our book on April 24 when we visited Vanguard and gave a presentation. Click here: Vanguard or Home Page: click here