“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 …
PBS Frontline “The Retirement Gamble” On Tuesday evening, April 23, 2013, the PBS program Frontline aired “The Retirement Gamble,” which “raises troubling questions about how America’s financial institutions protect our savings, and asks whether there is a better way to manage our retirements.” The 403b? While the broadcast was extremely critical of 401(k) plans, there …
PBS Frontline: “The Retirement Gamble” Three Los Angeles Educators were interviewed! Read More »
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 …
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!
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 »
Wednesday March 11, 2015, 3-6 PM The Expo is staged in conjunction with the Palm Springs Writers Guild and is avenue for published Coachella Valley authors to showcase and sell their books. It is also an opportunity for library members and guests to network with local authors and keep up-to-date on all the fine work …
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 / …
Wells Fargo, a long time supporter of LGTB rights, announce the results of a financial survey. Here are two reports: http://money.cnn.com/2013/03/04/pf/gay-finances/ http://www.onwallstreet.com/news/Same-Sex-Couples-Unaware-of-Financial-Rights-Wells-Fargo-2683604-1.html Social Security and military retirement benefits not available to surviving same-sex spouses. DOMA (Defense of Marriage Act) has to be overturned by the supreme court. Good news about LGBT savings and investing! And word to financial advisers …
Same-sex couples’ personal finance survey results. Surprising! Read More »
If you missed this last free window, PLEASE DON’T FRET. I will be releasing my 2nd book, “Against Powerful Interests: Educators Challenged Tax-sheltered Annuities and Win!” by the end of 2014. This 2nd book will be free, electronically, for life. In the meantime if you want to keep tabs on what we are doing and …
Barron’s article has a strange title for this investor who prefers no active fund manager! Click here Here is my comment after reading Barron’s article. “High active share is no guarantee that a fund will outperform, but it is likely a necessary condition,” he says. “You can’t beat the index if you look exactly like it.” …
Barron’s “Is Your Fund Manager Active Enough?” What the heck does that mean? Read More »