Case Studies
jack & Jane smith
Couple - 55 Years Old
Background:
The Smiths have 3 children all of whom are in college or graduated. They diligently saved for their children's education and paid for it with a combination of 529s, scholarships and help from grandparents. They are slowly embracing the idea of being empty-nesters and are now focused on themselves - both today and for the next chapter of their lives.
