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Yearly Archives: 2021

  • Client Case Study II

    Client Profile: Husband and wife with two young children. Wife is a practicing physician and husband is working part time while also in school. She consistently participated in employer sponsored retirement plans and has fully paid for her educational expenses. They were paying his graduate school tuition as they went along, without debt, but accumulated significant credit card debt in…More ›
  • Client Case Study I

    Client Profile: Husband and wife within 5-7 years of retirement. Husband is self-employed and wife is a full-time employee with good benefits. She has consistently participated in company sponsored 401k plans and he established an individual IRA prior to running his own business. He is the sole employee of his own company. Over the course of their careers, they have…More ›