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CASE STUDIES

Many Seniors Finding the Gig Economy Fits Them to a Tee

Many Seniors Finding the Gig Economy Fits Them to a Tee

Katherine Reynolds is a resident of The Villages, Florida, the largest retirement community in the United States and a pretty prosperous place. Reynolds …
Case Study: Will I Outlive My Assets?

Case Study: Will I Outlive My Assets?

Florence Henderson, a 68-year-old widow in Dallas, used to be in a financial trap shared by countless retirees. She was far from broke …

 

Case Study: Retirees Often Have Enough Money But No Plan

Case Study: Retirees Often Have Enough Money But No Plan

Mary Lovero, a 70-year-old widowed Ohioan, has a particular type of retirement problem that always escapes her, and, sadly, millions of baby boomers happen to …
Retirees Can Spend Too Little, As Well As Too Much

Case Study:Retirees Can Spend Too Little, As Well As Too Much

William Strickland, a career construction foreman, and his wife, Elizabeth, a career elementary school teacher, have always…

 

 

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