I just released my new book: Defining Target Date Funds. I am the President of Target Date Solutions, developer of the patented Safe Landing Glide Path, Soteria personal target date calculations, and do-it-yourself Age Sage investing. I also co-host the Baby Boomer Investing Show. My passion is to help fellow Baby Boomers at this critical time in their lives when they are relying on their lifelong savings to support retirement with dignity, so he wrote Baby Boomer Investing in the Risky 2020s and offers a financial education curriculum. I’m the author of 3 books: Baby Boomer Investing in the Perlous Decade of the 2020s, and 2 books on target date funds, I’m smart with 2 master’s degrees and 55 years in financial consulting. I’m semi-retired, and would rather help my fellow baby boomers than play golf. I’m concerned that our country, and most others, are playing with fire in printing money. I’m here to help – this is my space. I help investors navigate the challenges of investing life, with the goal of enjoying a long and comfortable retirement. I’m passionate about questioning and improving old, entrenched practices like jamming everyone’s wallets into cookie-cutter models. Please visit our SA blog here. As President of Age Sage Robo and CEO of GlidePath Wealth Management, I am responsible for developing the model using the patented process. I have over 50 years of experience in financial services and hold a US patent for a time-tested glide path investing process that helps investors navigate the complex financial decisions they face as they accumulate and preserve assets for their retirement years. Age Sage & GlidePath uses this process to create target-date, special purpose, and lifetime portfolios tailored to meet the specific requirements of clients. I began my extensive financial career at AG Becker Pension Consultants where I advised on investment policies for several trillion dollars in retirement plan assets. After Baker, I started my own advisory firms that developed innovative services for investors and the financial advisors who serve them. She holds bachelor’s and master’s degrees in applied mathematics from the University of Illinois and an MBA in finance from the University of Chicago. I am the author of “The Remarkable Transformation of Target-Date Funds” and co-author of “The Fiduciary’s Guide to Understanding and Choosing Target-Date Funds.”
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