Late Bloomer Wealth

Late Bloomer Wealth

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

Month: April 2018

Unexpected Advantages from Financial Literacy

Leave a Comment / Financial Education/Literacy, Loss, Women Investors / By

Is managing your money well considered romantically hot in the dating world? Yes, it is, according to a recent survey and a subsequent article by Bloomberg. The article reveals that a high credit score shows financial responsibility stood out much higher than intelligence, job title, physical looks, trustworthiness, and owning a nice car. This blog post addresses those of us who are single no matter what age and how financial literacy can help you achieve romantic happiness whether you are looking for love at the beginning of adult life or in retirement. Financial literacy is a huge plus. Read how I reclaimed my romantic life after my loss two and half years ago and how financial knowledge helped big time.

Nine Rules for Reducing Retirement Planning Costs

2 Comments / Consumer Finance, Frugal Habits, Low Cost Investors, PreK-12 Educators / By

One of the straightforward actions of saving costs on anything you purchase is looking at the price tag and price compare. Yet when it comes to investment costs, the “price tag” is difficult to locate and then what do you compare it with. Usually, the broker or financial adviser suggests alternatives. But the professional may have other priorities in mind such as getting their commission or slice of the pie from the investment expense. In this post, I provide 8 easy and one challenging rule that you can do right now to avoid getting into this predicament.

LBW Portfolio 2018 Q1 Report and more, a LOT MORE.

4 Comments / Annual and per quarter returns / By

As you can read from the title I have a lot more to share besides the Late Bloomer Wealth Quarter 1 report. Can you believe it is spring already? Even here in the warm climate of the California desert, the cool “winter” climate is warming up to our springtime normal temperatures of the 80s. The birds and my heart are singing, and the desert flora is blooming. Who doesn’t like spring in all of its forms? Why is my heart singing? Find out in this very lengthy and pithy blog post. It’s also that time of the year to compare my Late Bloomer Wealth (LBW) portfolio to the major market averages. Despite the volatility, my portfolio performed as expected.

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