Late Bloomer Wealth

Free ebook, Calculators and another reference to connect with fee-only financial advisers

Stock Market Reaching New Highs!

Isn’t the stock market going crazy! Our portfolio has made up about a 30% of the cost of purchasing our new Tesla electric car since we bought it two months ago. That’s how wealth building works with investments that grow with the economy (annuities don’t). If the market continues to go up, by the end of 2014 our economic powerhouse as reflected in our worldwide, diversified low-cost, stock and bond portfolio might pay for our new Tesla. We shall see.

Get your free ebook “Can I Retire Yet” from this link: http://www.caniretireyet.com/what-will-you-do-when-retired/

This site has great retirement calculators for your planning: http://www.analyzenow.com/

Women Investors

Even though the article is about the financial habits of high-net worth women, all can learn. Its still worth repeating because the points in the article for Dan and I used over many years and you can too: http://www.dailyworth.com/posts/2296-10-habits-to-get-rich/1

Locating Fiduciary Financial Advisers

I have always learned from articles that talk about real people and their finances. What is significant about this report is the reference to two financial adviser professional organizations that have fee-only financial advisers and who will sign fiduciary oaths: National Association of Personal Financial Advisers and the Garrett Planning Network. Please note that Dan and I do not use advisers, we learned to invest without an adviser and saved a bundle. But we also understand that some people want and need help. We did at one point in our retirement saving plan years. Our fee only adviser was a member of National Association of Personal Financial Advisers. Here is the article that cites both organizations: http://www.bankrate.com/finance/investing/how-to-find-fee-only-financial-planner.aspx

Best of fortunes!

 

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