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L.A. Teachers: LAUSD’s Award Winning 457(b) Plan Presentation
Welcome UTLA Members to my blog. My name is Steve Schullo* and I have been writing articles about maximizing your experience with investing using the district’s 457(b) award winning plan. Stop buying...
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Taxes, Life without Dan, 1st Quarter 2016 Performance
$$$ Taxe$! $$$ Dan, my late hubby, has always done our taxes. We tried using Turbo Tax about 15 years ago. But the program was sluggish, unwieldy and klutzy, so we had not used it since,...
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Garrett Encourages Reporting of Unprofessional Behavior of Advisers
Dear Readers, With 4,988 hits spanning 5 years, my article, “Did Garrett Planning Network Pass the Smell Test?“, has been my most popular blog post. I asked Sheryl Garrett to share what she and her...
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Five-Year Anniversary: PBS Frontline 401(k) Documentary!
This documentary was broadcast nationally about high costs and often confusing choices of the vast majority of 401(k) plans. This broadcast was originally produced to report about the 403(b), but...
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Investment Workshop Evaluation Results
SST Benefits Consultant, Barbara Healy, presenting the ins and outs of setting up your retirement plan with LAUSD’s Award Winning 457(b) program Investing Workshop Feedback April 14, 2016 UTLA...
View ArticleBond Warnings? Have a Diversification Plan and Ignore the Pundits! ALL OF...
As you know the stock and bond markets declined over the last two days, September 8 and 9th, 2016. My portfolio was hit hard losing about 1.3% by both stocks and bonds. I am back to a YTD return of 5%...
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What makes Vanguard and Tesla Similar?
The following seven reasons convinced Dan* and I to spend the big bucks to buy a Tesla: We hate the toxic and expensive petroleum products and what it’s doing to our environment We embrace American...
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One Year Later
Freedom After Loss* By Steve** My life has changed since Dan’s death on October 20, 2015. It’s also a total and complete understatement. Examining my unintended newfound freedom feels absurd. After 14...
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7 Ways to Assist Your Parents
Smart Ways to Help Your Parents with their Retirement Savings by Guest Blogger Rick Pendykoski If you’ve got aging parents as well as children of your own to look after, you’re part of the “sandwich...
View ArticleRetire Now!
Retire Now! By Steve If you are 60 or older, have enough money and are considering retirement, you might retire after reading this blog post.* Nobody wants to die sooner than expected with plenty of...
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