Late Bloomer Wealth

Late Starters

Steve and Dan’s Vanguard Interview!

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

T-Shirt contest winners announced! Read all of the entries. They are creative, fun and informative. But first the WINNERS!

“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 …

T-Shirt contest winners announced! Read all of the entries. They are creative, fun and informative. But first the WINNERS! Read More »

In her April 3, 2013 “The Color of Money” column Michelle Singletary salutes Financial Literacy Month.

57% of Americans said a lack of savings worries them most. 43% of Americans said they are concerned about not having enough money for an emergency. Okay, those are the facts. Now, Singletary suggests you stop worrying and do something about it. Dan and Steve say it’s never too late! Get with it now! Here are some …

In her April 3, 2013 “The Color of Money” column Michelle Singletary salutes Financial Literacy Month. Read More »

Los Angeles Unified/United Teachers Los Angeles offer personal finance literacy all day workshops. Check details!

 Hurry. These workshops are filling up fast! Send to: investwkshop@utla.net to register now! Dan and Steve will lead a breakout session to show you how to set up a plan using what is available on the 403b and 457b list of mutual funds. No sales pitches!

Not too late to save for retirement, yet the financial news says it is. What Gives?

Workers Saving Too Little to Retire: http://online.wsj.com/article/SB10001424127887323639604578368823406398606.html?mod=WSJ_hpp_LEFTTopStories Commentary: This article is a typical news item that is getting rather boring and trite. Of course, we all know that many Americans don’t have enough for retirement. Yet, in this article they show a couple in their 40s who have $200,000 invested for retirement! Well, they still …

Not too late to save for retirement, yet the financial news says it is. What Gives? Read More »

Dan and I were interviewed by Ron Delegge, radio show host, to be aired on Sunday Morning, March 24th.

Ron Delegge, host of the “Index Investing Show” Podcast and Radio Show interviewed us about our book, Late Bloomer Millionaires, for his radio program to be broadcast Sunday Morning, March 24th through the following stations. Ron’s Radio Show “Index Investing Show” airs at the following cities and stations: Colorado Springs, CO. KWYD / AM 1580 / …

Dan and I were interviewed by Ron Delegge, radio show host, to be aired on Sunday Morning, March 24th. Read More »

Late Bloomer Millionaires now available!

Late Bloomer Millionaires, A Financial Story and Investment Guide for Late Starters is now available in paperback and kindle formats. Bulk book orders are available at a discount. Read the press release here.

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