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Ron Surz

Serial entrepeneur specializing in target date funds and baby boomer investment education.
book 22 Courses
star_border_purple500 14 Reviews
 
About
Biography
Ronald J. Surz is co-host of the Baby Boomer Investing Show and president of Target Date Solutions and Age Sage, Target Date Solutions serves institutional investors, namely 401(k) plans. Age Sage serves do-it-yourself individual investors.

His passion is helping his fellow baby boomers at this critical time in their lives when they are relying on their lifetime savings to support a retirement with dignity, so he wrote a book: Baby Boomer Investing in the Perilous 2020s .
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Finance
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9 min read
Social Security and Medicare/Medicaid
Social Security benefits can accumulate above $1 million Medicare is subsidized, reduced cost,  health insurance Medicaid is help for the nee ...
Finance
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16 min read
Living to 100 on Savings, Social Security and Medicare/Medicaid
Longevity is on the rise, with current newborns expected to live more than 100 years 55 million baby boomers are poor and need help to live in thei ...
Finance
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7 min read
Reverse Mortgages
Reverse mortgages are one way to “spend” the equity in your home. You maintain ownership and can repay anytime, but must repay when you sell your h ...
Finance
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5 min read
Retirement Happiness
The main elements of happiness are health, wealth, and purpose. Purpose and gratitude are states of mind. Only we can make ourselves happy. Certai ...
Finance
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2 min read
Why the 60/40 Stock/Bond Rule is Stupid
The 60/40 Stock/Bond Rule is ubiquitous, and that’s stupid because it’s just not right for everyone. Asset allocation is the most important decisio ...
Finance
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3 min read
Baby Boomers Should not “Stay the Course” Because Most Are on the Wrong Course
The standard advice in market corrections like the one in the first quarter of 2020 is to “Stay the Course” because stock markets always recover. Thi ...