Late Bloomer Wealth

Month: December 2014

Financial Blogs Worth a Look According to AARP

I agree with the American Association of Retired Persons’ (AARP) financial reporter Jean Chatzky. The following financial blogs are worth a look. The bold print is my 2-cents worth. Enjoy and happy holidays! Johnny Moneyseed. The author of this blog and his wife are 30-something early retirees. Don’t let that dissuade you. Their posts on topics …

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Tony Robbins enters the Personal Finance Book Business

New Book: Money: Master the Game: 7 Simple Steps to Financial Freedom I have never read or followed Tony Robbins. He was too glib, too much of a salesmen, caters to the already wealthy and famous and his walking hot coal story did it for me. I have not read this book. But from what …

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Trust and Leadership. Nelson Mandela and John Bogle.

Click here on our society’s problem about leadership and trust. There is probably not much that we already don’t know. But the author starts with the leadership model of Nelson Mandela. Who could possibly fill that great leader’s shoes? Click here to read what John Bogle (The financial world’s “Nelson Mandela”) says about leadership and …

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Announcement: LAUSD 403(b) Vendors now linked to CalSTRS 403bcompare.com for objective information

What is Objective Information? In the financial world, nothing is more important than objective information. People who approach you about saving for retirement at your place of business, your classroom or union hall are NOT providing objective information. The words “guaranteed” returns and offering “free” refreshments are clear tip-offs that the information provided is biased …

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Los Angeles Unified School District 457(b) Plan Design Award!

During the summer of 2014, the Los Angeles Unified School District won a Plan Design award for its low-cost, broadly diversified offerings of the 457(b) plan. This table shows the investment choices and the total costs (table updated January 2017).   To discover and learn more about this plan, watch this 10-minute video interview. Sandy …

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