{"id":748,"date":"2018-09-17T16:46:53","date_gmt":"2018-09-17T16:46:53","guid":{"rendered":"http:\/\/142.93.18.4\/?page_id=748"},"modified":"2018-09-22T17:24:47","modified_gmt":"2018-09-22T17:24:47","slug":"case-study-1-getting-ready-retirement","status":"publish","type":"page","link":"https:\/\/finfree.com\/case-study\/case-study-1-getting-ready-retirement\/","title":{"rendered":"Case Study #1: Getting Ready for Retirement"},"content":{"rendered":"

[vc_row][vc_column][vc_column_text]Mike is a corporate professional and his wife, Julie, works at a local junior college. At 59 and 57 respectively, they\u2019ve been married for 35 years and have two adult children, both of whom have graduated college and are just starting their careers. With the kids taken care of, Mike and Julie plan to retire in the next couple of years. But they\u2019re concerned about whether they\u2019ve accumulated sufficient assets to retire? They enjoy taking family vacations and want to be able to afford to continue this tradition in retirement. With parents still living nearby, they are very involved in their parent’s day-to-day lives and sometimes have to provide financial support. <\/span><\/p>\n

They don\u2019t want to run out of money as they age and want to know how to handle their 401ks as well as Mike\u2019s company stock options that he holds once they retire. They also wonder how to budget Social Security into their income stream at retirement. <\/span><\/p>\n

The couple values professional advice and is looking for a financial advisor who they could work with. They have close relationships with their doctors and CPA and want the same experience with their financial advisor. Mike and Julie are moderate savers and regularly give to a friend\u2019s charity. <\/span><\/p>\n

Their Main Concerns:<\/b><\/h3>\n
    \n
  • Both professionals; ready to retire in the next couple of years<\/span><\/li>\n
  • Concerned about outliving their assets<\/span><\/li>\n
  • Want to continue their lifestyle in retirement<\/span><\/li>\n
  • Interested in how Social Security will work into their income plan as they get ready to retire<\/span><\/li>\n
  • Worried about how to take care of their aging parents (personally and financially)<\/span><\/li>\n
  • Not sure if they are too aggressive with their current allocations of their 401K plans<\/span><\/li>\n
  • Mike wants to discuss how to best leverage his stock options from his employer now and as he gets closer to retirement<\/span><\/li>\n
  • Value professional advice and want a good relationship with a competent advisor<\/span><\/li>\n
  • Regularly give to a personal charity<\/span><\/li>\n<\/ul>\n

    [\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"

    [vc_row][vc_column][vc_column_text]Mike is a corporate professional and his wife, Julie, works at a local junior college. At 59 and 57 respectively, they\u2019ve been married for 35 years and have two adult children, both of whom have graduated college and are just starting their careers. With the kids taken care of, Mike and Julie plan to retire […]<\/p>\n","protected":false},"author":4,"featured_media":0,"parent":548,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"_genesis_hide_title":false,"_genesis_hide_breadcrumbs":false,"_genesis_hide_singular_image":false,"_genesis_hide_footer_widgets":false,"_genesis_custom_body_class":"","_genesis_custom_post_class":"","_genesis_layout":"full-width-content","jetpack_post_was_ever_published":false,"footnotes":""},"acf":[],"yoast_head":"\nCase Study #1: Getting Ready for Retirement –<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/finfree.com\/case-study\/case-study-1-getting-ready-retirement\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Case Study #1: Getting Ready for Retirement –\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text]Mike is a corporate professional and his wife, Julie, works at a local junior college. 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