A recent widow was overwhelmed with financial details following her husband's death. It was late 2007—financial uncertainty was in the air, and she had more debt than she felt comfortable with. She had two properties she wanted to sell in a challenging real estate market. Insurance proceeds would be forthcoming, and she knew the details
A retired couple expressed their desire to downsize and relocate to a residential retirement community. They had located a community they liked very much. However, their existing residence would need to be sold in a tough real estate market. They were concerned about the risk of owning two houses at once. We counseled them by
A long-time client was dealing with the demands of managing her chronic health condition. She steadfastly maintained her independence, but increasingly wanted to lighten the burden of maintaining a household, attending to meal preparation, and driving long distances to see her doctors. We discussed the merits of continuing care retirement communities located near her healthcare
An executive in a public company was surprised one Monday morning with a request for his resignation. Caught off guard, one of his first calls was to us. Knowing the stakes involved, we immediately referred him to legal counsel. We prepared a summary of his financial picture with the company, which included a non-qualified deferred