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 23, 2021 | Case Studies, Nearing Retirement
Name: Dan and Michelle Age: 67 and 65 Primary Goal: Improve Investments, minimize taxes, and leave a legacy to kids and grandkids. Dan and Michelle recently retired after long careers in corporate America and teaching. They are very excited about their future plans in...
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