Case Studies

Dealing with the reality of your financial situation on your own, whether as a result of a divorce or death.

Juggling the competing needs of caring for aging parents, raising children and saving for your own future

Are you prepared for retirement? Understanding the impact of inflation and longevity on your accumulated savings

Weighing the benefit of a severance package against the costs of early retirement

Busy professionals managing career goals and growing family with competing demands on finances

Beth and Bill are senior clients who are beginning to experience declining health issues. Their
children all live in other states and have begun to pressure their parents to make a move to a
retirement community close to the children. Beth and Bill are resistant to the pressure from their
children but know they need to make decisions about their future.