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.
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.
More Cash From Retirement
When the question arose, how much money they needed each year, an interesting thing occurred once the Buttonwood team reviewed the tax returns.