ATTENTION Readers: This chapter is an early version of my new book just released, March, 2015. For an update of all the Chapters including this Chapter 1, go to the home page and scroll down. On the right are directions to get the full story in 11 Chapters and 17 appendices, resources, letters, books, podcasts …
Information Overload by Guest Post Keith Reed Teacher and Vice President, Morongo Teachers Association. Morongo Valley, CA (Reprinted here by permission of Mr. Reed. Original publication) In this age of information overload, we sometimes find it easier to step back and let “experts” make our decisions for us, especially when it comes to our investments. This …
Mr Money Mustache Great blog post by Mr. Money Mustache. His best insights are related to unconscious habits of our total life: getting up, having breakfast, working all day, shopping at the same stores, eating out, watching tv, etc. etc. This is the perfect set up for consumerism addiction–buying impulsively–because there is no time to think. …
Hi, Update! I have gotten some emails that people were having trouble commenting on our Huffington Post article, Wall Street Targets Gay Couples. I have too! I communicated to the staff and it looks like they fixed the problem. Please try one more time to post a comment. It is very much appreciated. If you …
Update! Huffington Post Article and Vanguard Interview Feedback Read More »
“Motion: Moved that Benefits Administration include a link to the PBS Frontline special “The Retirement Gamble” on the CalSTRS 457b marketing email blast to all eligible employees. http://www.pbs.org/wgbh/pages/frontline/business-economy-financial-crisis/retirement-gamble/the-retirement-gamble-facing-us-all/ Rationale—IT’S FREE and available for all to see 24/7! The oversight advisory committee urges employees to watch this public service documentary that was broadcasted nationally on April 23, …
A Closer Look at LGBT Retirement Planning Costs With the Supreme Court decision looming on same-sex marriage, the major financial institutions have their eyes on the LGBT community as a niche market. Wall Street investment banks and the brokerage firms are undergoing specific training to address the “complexities” of managing your money in three crucial …
We were interviewed about our book on April 24 when we visited Vanguard and gave a presentation. Click here: Vanguard or Home Page: click here
“The envelopes please…the winner for the most creative message goes to Tony, a New Jersey Teacher, for: “403(B) Insurance Company Annuities: They Get The Goldmine-Teachers Get The Shaft!” Tax Sheltered Annuities: Insurance agents get the goldmine–Teachers Get the Shaft! Also: “Help! I bought an ANNUITY and I can’t get OUT!” was good too! The winner by …
Pound Foolish by Helaine Olen I eagerly anticipated reading “Pound Foolish” by former Los Angeles Times financial (Makeover Feature) editor, Helaine Olen. It’s right down my alley–another critique of the personal finance industry’s dirty underwear and how this industry looks out for their best interests over our own. I was in heaven! I love these types of …
Its been three years since PBS Frontline Retirement Gamble was broadcasted. Dan and I were in NY. We had the great pleasure of having lunch with Rain Media researchers, writers and producers who made The Retirement Gamble for PBS Frontline possible. Martin Smith is standing behind Dan and me. From left is Ryan (researcher), Dan, Martin, myself, …
Responses to PBS Frontline “The Retirement Gamble.” Read More »