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.
Leaving a legacy
Michelle was unmarried, had no children and was blessed by good fortune and a successful career. She wanted to do something meaningful with her wealth.