What are the keys to success in finance? Very simple: having a plan that includes rationality, structure and discipline and then implementing the plan. Financial education is a passion of mine. I've shared this teaching adult courses at Bellarmine University, workshops, and volunteering for non-profits including Junior Achievement and the National Association of Women Business Owners.
As a 20+ year veteran of Fortune 500 companies, I have an in depth financial understanding. My formal education includes an MBA from Webster University. I began my independent consulting in 2004 because I believe that many investors are poorly served and are not making the connection between how they are investing and their future retirement income.
As a 20+ year veteran of Fortune 500 companies, I have an in depth financial understanding. My formal education includes an MBA from Webster University. I began my independent consulting in 2004 because I believe that many investors are poorly served and are not making the connection between how they are investing and their future retirement income.
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Today, there's no single way to retire. Sure, some people still choose to put the working world completely behind them so they can focus full-time on their golf game, grandchildren, travel or even study. Yet increasing numbers of retirement-age Americans are deciding to remain in the workforce on a part-time or even full-time basis.
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