Archives: Case Studies

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

Can Hugo leave his teaching job at age 55? Are there changes that need to be made?

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

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.