403b Aware: 403b Self-Help Group was Born 1998-2002 Chapter 3 A Self-Help Group was Born 1998-2002 NOTICE TO READERS! This chapter 3 is an early version of my book, “Fighting Powerful Interests.” For the finished and completed published book, go to the home page and obtain the free pdf. (Click here and scroll down. Subscribe …
Stay Balanced—Ignore the Noise Dan and I and another gay couple celebrate July birthdays. We take the opportunity to have a splendid dinner, great conversation and rein in four free desserts! We scarcely sat down when our friend Bob complained to the waiter about the noise from ten drinking patrons at the adjacent table, two …
Click for article: http://finance.yahoo.com/news/first-person-expect-bloomer-millionaire-220600304.html I think Dan and I have a lot to say to any generation who thinks they started too late and lost a bundle of their retirement nest egg in a bear market. You are not alone. For Generation Xers (born 1966 – 79). The article addressed important topics: 1. Controlling debt …
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 …
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 »
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 …