by Tumi | Apr 27, 2021 | Case Studies, Nearing Retirement
Name: Rachael Age: 62 Primary Goal: Get organized financially, create a reliable income stream in retirement, and help fund grandkids college education Rachael recently retired after a long and rewarding career. She was so excited for all the retirement plans she and... 
by Tumi | Apr 27, 2021 | Case Studies, Nearing Retirement
Name: Bill and Denise Age: 58 and 56 Profession: Business Analyst and Engineering Supervisor Primary Goal: Consolidate investment accounts, minimize taxes, and create a reliable income stream in retirement. Bill and Denise have both worked at the local utility company... 
by Tumi | Apr 27, 2021 | Case Studies, Families with Teenage Children
Name: Tony & Gina Age: 44 and 41 Primary Goal: Develop a plan to equitably contribute (but not fully cover the cost) of schooling for their four children (Sam -16, Bella – 14, Lauren – 11 & Chris – 8) Tony is a successful entrepreneur. He is... 
by Tumi | Apr 27, 2021 | Case Studies, Families with Teenage Children
Name: John & Debbie Age: 45 and 45 Profession: Teacher and Nurse Primary Goal: Help strategize a plan to pay for schooling for their child, Stephanie, who is currently a junior in high school. John & Debbie have each been working at their same employer for the... 
by Tumi | Apr 27, 2021 | Case Studies, Young Families
Name: Mark and Rebecca Age: 31 and 30 Profession: Computer Programmer and Accountant Primary Goal: Determine whether they can financially support Rebecca’s desire to leave her job and start her own Business. Mark and Rebecca met in college, and have worked...
Recent Comments