Mike and Lori, weren’t sure if their current investments would give them enough to fund the dream retirement they were hoping for in 10-years.
So Many Decisions in Retirement
As he began to look at the different cash flow alternatives, the options became more and more intimidating. Should he take the annuity from the State and play it safe?
Selling a Business
Richard and his wife Edith owned a small business together, which they had poured decades of their heart and soul into.