Late Bloomer Wealth

403b los angeles district

Interviewed by Fiduciary Attorney: K-12 403(b) Plans

 Reforming K-12 Public School District 403(b) Plans Part 1 of a 3-Part Series For Part 2: click here May 7, 2015 Steve Schullo is working to shed light on the awful shortcomings of K-12 403(b) plans. Scott Simon, 05/07/2015 Scott Simon is a principal at Prudent Investor Advisors, a registered investment advisory firm. He also …

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2014 Portfolio Return for “Late Bloomer Millionaire” Authors

Happy New Year! How did your portfolio perform in 2014? Today’s blog is not about competition, heaven forbid! We show you how we evaluated our return so that it is following the overall stock and bond market index returns. Our goal is to earn the market averages, not exceed them. We invite you to share …

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