by Laura | Apr 27, 2021 | Case Studies, Young Families
Name: Rachel Age: 27 Profession: Attorney Primary Goal: After having earned her law degree, Rachel is concerned about how she is going to be able to pay back her significant student loan debt. She also wants to balance her cash flow to reflect living in the present... 
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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