Case Studies You’ve Saved Diligently and Have at Least $1M to Invest in Your Retirement. Do any of these concerns resonate with you? Click to learn more about their story. Securing Your Lifetime Retirement Income "I don’t want to run out of money." Kenji and Sarah are high earners in their late 50s. Now that their kids are launched, they are considering retirement but aren’t sure it’s safe to retire yet. Preserve Your Wealth in Retirement "I lost a lot of money in 2008. I’m afraid of what another major downturn will do to my portfolio." Regina is a conscientious, intelligent investor. She’s worked hard and diligently contributed to her retirement portfolios, usually living below her means so she can save. She’s tired of the politics in her hospital and would love to retire so she can travel and visit her far-flung group of friends. Retirement Income Planning You Can Trust "We want a straightforward income plan we can understand and trust." Antonio and Scott have always lived below their means and saved diligently for retirement, even while putting Scott’s two kids through college. Strategic Portfolio Management in a Volatile Market "I want to protect what I have and grow it carefully. I DON’T WANT overly risky investments." Jo and Lulu are high-earning professionals who have diligently put money away for retirement. They were heavily involved in their parents’ care and realized that they’d like to retire sooner rather than later so they can enjoy an active lifestyle as long as possible. Balancing Comfort With Long-Term Care Costs "I’ve just dealt with my aging parents and I’m afraid of being a burden on my children." JoAnn and Gabriel have been primary caregivers for both sets of elderly parents, so they got a front-row seat to the expense and challenges of arranging care. They’re eager to retire but are worried their savings won’t be enough to fund their lifestyle as well as the cost of long-term care if and when they need it. Late-in-Life Divorce: Embracing New Beginnings "I divorced later in life. Will I still be able to retire comfortably?" Jess experienced a late-in-life divorce after her kids were out of the house. The divorce made her realize she’d really like more time for friends, passion projects, traveling, and building a new life.
