Meet the Wallace Family

Wallace Family Presentation Card

Is Steve’s desire to retire at 62 realistic? What adjustments would need to be made in their budget to allow for that?

Jones Family Case Study

The Joneses have recently decided to consult a financial expert on what they might do to improve their financial situation and achieve their goals. 

What Should the Hernandez Family Do?

Daniel and Gabriela Hernandéz are Mexican-Americans who live in a large U.S. metropolitan city in the southeast. They both have working visas and hope to apply for green cards some day.