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I am president of Goal Date Options, developer of the patented Secure Touchdown Glide Path , Soteria personalised goal date accounts, and Age Sage do-it-yourself investing. I;m additionally co-host of the Child Boomer Investing Present. My ardour helps his fellow child boomers at this crucial time of their lives when they’re counting on their lifetime financial savings to help a retirement with dignity, so he wrote a ebook Child Boomer Investing within the Perilous 2020s and he supplies a monetary academic curriculum I am creator of three books: Child Boomer investing within the Perilous Decade of the 2020s, & 2 books on course date funds I’m good with 2 Masters levels and 55 years in monetary consulting. I’m semi-retired, and like serving to my fellow child boomers somewhat than enjoying golf. I’m frightened that our nation, & most others, is enjoying with fireplace in its cash printing. I’m right here to assist – that’s my legacy house.I assist buyers take care of life’s funding challenges, with the target of having fun with a cushty lengthy retirement. I’m enthusiastic about questioning and bettering upon entrenched stale practices like jamming everybody into cookie cutter mannequin portfolios. That is why I produce the Child Boomer Investing Present stay on Youtube and Fb each different Tuesday at 10:00 PST. Watch stay or replay by trying to find “Age Sage Robo” on Fb or Youtube. Please watch and help our Boomer Investing Present on Patreon ( https://www.patreon.com/consumer?u=35204315&fan_landing=true ) and go to our SA Weblog at https://seekingalpha.com/account/authorboard/instablog . As president of Age Sage Robo (please Google), and CEO of GlidePath Wealth Administration, I’m accountable for mannequin growth utilizing my patented course of . I’ve greater than 50 years of economic service expertise and maintain a U.S. Patent for a time-tested glide path funding course of that helps buyers navigate the sophisticated monetary selections they face as they accumulate and protect property for his or her retirement years. Age Sage & GlidePath use this course of to construct Goal Date, Particular Goal, and Life Span Portfolios which are tailor-made to the precise necessities of purchasers. My intensive monetary profession started at A.G. Becker Pension Consultants the place I suggested on the funding insurance policies of a number of trillion {dollars} of retirement plan property. After Becker I began my very own consulting companies that developed modern companies for buyers and the monetary advisors who serve them. I’ve earned a BS and MS in Utilized Arithmetic from the College of Illinois and an MBA in Finance from the College of Chicago. I’m creator of the ebook “The Exceptional Metamorphosis of Goal Date Funds” and co-author of “The Fiduciary Handbook for Understanding and Deciding on Goal Date Funds”Please go to https://babyboomerinvesting.present
Analyst’s Disclosure: I/we now have no inventory, possibility or related spinoff place in any of the businesses talked about, and no plans to provoke any such positions throughout the subsequent 72 hours. I wrote this text myself, and it expresses my very own opinions. I’m not receiving compensation for it. I’ve no enterprise relationship with any firm whose inventory is talked about on this article.
Searching for Alpha’s Disclosure: Previous efficiency isn’t any assure of future outcomes. No suggestion or recommendation is being given as as to whether any funding is appropriate for a selected investor. Any views or opinions expressed above could not mirror these of Searching for Alpha as a complete. Searching for Alpha shouldn’t be a licensed securities vendor, dealer or US funding adviser or funding financial institution. Our analysts are third occasion authors that embody each skilled buyers and particular person buyers who might not be licensed or licensed by any institute or regulatory physique.
