Category: Case study

Delaying Social Security to 70 Cost This Couple $137,000. One Change Made It Worth $1.5 Million

I modeled delaying Social Security to 70 for one couple. It left $137,000 less at the end. Paired…

Continue reading

From $600K in Company Stock to Work-Optional at 56

A marketing director at 50 with $600,000 in company stock wanted to know if she could step away…

Continue reading

Creating a Lasting Legacy – Successful Attorney • Age 58 • $2.4M in Assets

A successful attorney at 58 with $2.4 million invested, retirement approaching, and no transition plan. How the retirement…

Continue reading