Late Bloomer Wealth

Late Bloomer Wealth

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

Month: April 2016

Steve’s Book Review on the “Wild West.”

Leave a Comment / Fee Only Fiduciary Financial Advisors, LAUSD Employees, PreK-12 Educators / By

My friend Scott Dauenhauer wrote a great book. He is asking all fiduciary-minded financial advisers to take a look at servicing the public school educator market. He explains what you need to know and proceeds to show you in detail how to enter, grow and succeed in your private practice. As a public school teacher, my colleagues need you as the 403(b) market and teachers have been exploited, abused and monopolized for decades by the insurance industry. Public K-12 Educators are begging and screaming for advisers they can trust.

Five-Year Anniversary: PBS Frontline 401(k) Documentary!

Leave a Comment / Fiduciary Standard, Financial Education/Literacy, Retirement Planning / By

On the evening of April 23, 2013, Dan and I watched at a Bed and Breakfast in Philadelphia the much-anticipated PBS Frontline “The Retirement Gamble”. We were in Philadelphia because we gave our presentation about our just released book, Late Bloomer Millionaires, to 100 Vanguard employees. We were part of Vanguard’s diversity outreach to hire LGBT employees. It was a very exiting time!

Garrett Encourages Reporting of Unprofessional Behavior of Advisers

Leave a Comment / Fee Only Fiduciary Financial Advisors, Fiduciary Standard, Retirement Planning / By

Dear Readers, With 4,988 hits spanning 5 years, my article, “Did Garrett Planning Network Pass the Smell Test?“, has been my most popular blog post. I asked Sheryl Garrett to share what she and her staff did as a result of my report to them about one of their adviser’s unethical behavior. Sheryl gave me …

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Taxes, Life without Dan, 1st Quarter 2016 Performance

1 Comment / Beginning Investing, Do it yourself investors (DIY), Passive Investment Strategy, Retirement Planning / By

What does grief, taxes, and the first quarter portfolio report have in common? Plenty. I discuss my challenge to do my taxes because Dan did our taxes, and to report how I am doing with life without Dan, and my portfolio first quarter report. I feel good that I completed my taxes with Turbo Tax–Dan would be proud.
I also am happy to report that my portfolio has regained all of the Year-to-Date loses and is up $30,000 YTD. Of course, this makes me feel good and helps with my grief of losing Dan five months ago. But what makes me the happiest is helping others through volunteer work and this blog. When I read what my friend Karen and her sister Therese did about with their finances, and the resulting contentment, security and peace of mind that they feel now, made me the happiest of all.

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