Case Studies
Spending Retirement Savings Sometimes Doesn’t Feel So Good
The head of a large non-profit was nearing retirement and realized the seriousness of the moment. He really wanted to...
Deciding to Relocate in Retirement to Enjoy Kids and Grandkids
A retired doctor and his wife had already downsized from the family home to a condo in the city before I met them. Now...
Making the Complex Decision to Sell a Business that Took a Lifetime to Build
The client owned a successful veterinary practice and was ready to sell and retire to spend more time with wife and...