Late Bloomer Wealth

Late Bloomer Wealth

Dedicated to Helping K12 Teachers with their 403(b) & 457(b) plans.

Month: February 2013

A Hypothetical Conversation with a Fee-Only Fiduciary Financial Adviser.

Leave a Comment / Fee Only Fiduciary Financial Advisors / By

Just this week, a discussion ensued when a member of the Social Media Marketing for Financial Professions (LinkedIn) asked: What does an ethical financial adviser look like? I am attempting to answer that question in this introductory post to Chapter 12 titled A Conversation with a Fee-Only Fiduciary Financial Adviser in our book, Late Bloomer Millionaires: A …

A Hypothetical Conversation with a Fee-Only Fiduciary Financial Adviser. Read More »

Buying gold during this period of financial and political uncertainty to protect you from what happens in Washington is not going to work long-term

Leave a Comment / Laymen to Laymen Financial Information / By

The markets are at almost all time highs, the highest since 2007. There is a lot of chatter that we should “do something” especially now that some politicians are threatening the budget process. And that “do something” is to buy gold, commodities or some other alternative investments that thrive through severe financial crashes. Buying gold or …

Buying gold during this period of financial and political uncertainty to protect you from what happens in Washington is not going to work long-term Read More »

Feedback on the Prior Financial Planning Workshops Offered by Los Angeles USD/United Teachers LA

Leave a Comment / PreK-12 Educators / By

About 80 LAUSD employees attended last Saturday’s pre retirement planning financial workshops. It was a marvelous experience for Dan and I. All of the presenters possessed the same financial philosophy; look out for the best interests of the educators with low-cost funds. To be sure, most TSA sales person makes similar claims, but the difference …

Feedback on the Prior Financial Planning Workshops Offered by Los Angeles USD/United Teachers LA Read More »

Many thanks to the nearly 12,000 people who downloaded “Late Bloomer Millionaires” for free. My 2nd Book will be available free.

Personal Finance / By

If you missed this last free window, PLEASE DON’T FRET. I will be releasing my 2nd book, “Against Powerful Interests: Educators Challenged Tax-sheltered Annuities and Win!” by the end of 2014. This 2nd book will be free, electronically, for life. In the meantime if you want to keep tabs on what we are doing and …

Many thanks to the nearly 12,000 people who downloaded “Late Bloomer Millionaires” for free. My 2nd Book will be available free. Read More »

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