#1: Young Couple with a new baby
#2: Pre-Retirees looking towards retirement
#3: 40-Something Couple in a blended family
Josh & Brittany are married professionals in their 30’s that just had their first child.
Strategy & Recommendations:
Tim and Linda are pre-retirees that have worked and saved all their lives. Their kids are grown with children of their own and they are wondering “When can we retire?”
Connor and Sarah were both previously married with children. Their newly blended family created questions on how best to align their finances for the future. Connor has worked for the same company for 20 years and was offered a pension buyout package. He is concerned his job may be eliminated. Sarah inherited an IRA from a deceased parent.
This is a hypothetical situation based on real-life examples. Names and circumstances have been changed. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your advisor prior to investing.