Late Bloomer Wealth

Late Bloomer Wealth

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

Month: May 2015

A Do-It-Yourself Investor’s Powerful Insight

Leave a Comment / Beginning Investing, Consumer Finance, Fee Only Fiduciary Financial Advisors, Fiduciary Standard, Financial Education/Literacy, Gay Investors, Investor, Laymen to Laymen Financial Information, Low Cost Investors, Passive Investment Strategy, Personal Finance, PreK-12 Educators, Retirement Planning / By

Dan and I joined this local professional organization. The Desert Business Association (DBA) serves 300 members who are mostly LGBT locally-owned businesses. Our book designer, Mark, and a fiduciary financial adviser, Bob, told us about the DBA mixers hosted by different members at their place of business. This gives members and chance to talk about …

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LAUSD’s Investment Workshop Employees’ Comments/Follow up

2 Comments / Beginning Investing, Consumer Finance, Fee Only Fiduciary Financial Advisors, Financial Education/Literacy, LAUSD Employees, Low Cost Investors, Personal Finance, PreK-12 Educators, Retirement Planning / By

Hi LAUSD Colleagues! Dan and I certainly hope you were as satisfied after attending last week’s investment workshops as our contented 13-year-old Korean Jindo mix, Sammy. The evaluation results showed you were! Thanks for coming! This was our fourth workshop as presenters. We were happy to see colleagues that I have worked with years ago looking so good. …

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