Late Bloomer Wealth

Month: October 2014

Steve’s Book Review: “Who Really Cares?”

Who Really Cares: The Surprising Truth About Compassionate Conservatism by Arthur Brooks and James Wilson. Data provided some good points, but the methodology and interpretation was biased to the private enterprise ideology. This started off very interesting, but descended into a chance for the authors to rant. In the end it was not an incentive …

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Los Angeles Unified/Teachers Union Investment Planning Workshop November 15

Another great 403b/457b workshop is scheduled for Saturday, November 15 at United Teachers Los Angeles Headquarters. It’s another all day event with several presenters including Dan and I with light breakfast and FREE LUNCH! Dan and I will show and discuss what we did to plan for our retirement as teachers. We will also discuss …

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Iowa Took Courageous steps to Reform their 403b. Wish California was Courageous too.

Iowa Reforms Their 403b In 2008 Iowa took steps to move from an “any willing provider 403(b) environment” to a competitive bid process. In California just about everything else that school district need to run programs is competitively bid by outside contracts such as books, computer equipment, consultants, BUT NOT THE 403b. We tried twice to …

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