{"id":751,"date":"2018-09-17T16:51:08","date_gmt":"2018-09-17T16:51:08","guid":{"rendered":"http:\/\/142.93.18.4\/?page_id=751"},"modified":"2018-09-24T16:12:51","modified_gmt":"2018-09-24T16:12:51","slug":"case-study-2-recently-retired","status":"publish","type":"page","link":"https:\/\/finfree.com\/case-study\/case-study-2-recently-retired\/","title":{"rendered":"Case Study #2- Recently Retired"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Bob just turned 70 and his wife, Sheri, is 68. Both retired from the corporate world two years ago and want to ensure that they are optimizing their retirement income to the fullest. \u00a0With longevity in both families, they worry about running out of money and want to know how best to manage their retirement required minimum distributions that start at age 70-1\/2. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">With three daughters and five grandchildren, they also want to ensure they have an appropriate estate plan in place, implementing a charitable or family gifting strategy. They are looking for a financial advisor who can add value to their lives and puts their interests first. They want to hire someone who will work with them until the end. <\/span><\/p>\n<h3><b>Their Main Concerns:<\/b><\/h3>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Recently retired but not sure they are invested in the correct strategies to maximize their retirement income for a number of years to come<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Don\u2019t want to invade principle whenever possible<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Concerned about tax planning and implications when they have to start receiving distributions<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Looking for an advisor who will add value to their lives and puts their interests first<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Want to establish a charitable or family gifting strategy in their estate plans<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Want to ensure they have proper estate planning in place<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Worried about required minimum distributions that will start soon<\/span><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Bob just turned 70 and his wife, Sheri, is 68. Both retired from the corporate world two years ago and want to ensure that they are optimizing their retirement income to the fullest. \u00a0With longevity in both families, they worry about running out of money and want to know how best to manage their retirement [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"parent":548,"menu_order":2,"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":"<!-- This site is optimized with the Yoast SEO plugin v22.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Case Study #2- Recently Retired &#8211;<\/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-2-recently-retired\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Case Study #2- Recently Retired &#8211;\" \/>\n<meta property=\"og:description\" content=\"Bob just turned 70 and his wife, Sheri, is 68. Both retired from the corporate world two years ago and want to ensure that they are optimizing their retirement income to the fullest. \u00a0With longevity in both families, they worry about running out of money and want to know how best to manage their retirement [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/finfree.com\/case-study\/case-study-2-recently-retired\/\" \/>\n<meta property=\"article:modified_time\" content=\"2018-09-24T16:12:51+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/finfree.com\/case-study\/case-study-2-recently-retired\/\",\"url\":\"https:\/\/finfree.com\/case-study\/case-study-2-recently-retired\/\",\"name\":\"Case Study #2- Recently Retired &#8211;\",\"isPartOf\":{\"@id\":\"https:\/\/finfree.com\/#website\"},\"datePublished\":\"2018-09-17T16:51:08+00:00\",\"dateModified\":\"2018-09-24T16:12:51+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/finfree.com\/case-study\/case-study-2-recently-retired\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/finfree.com\/case-study\/case-study-2-recently-retired\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/finfree.com\/case-study\/case-study-2-recently-retired\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/finfree.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Client Story\",\"item\":\"https:\/\/finfree.com\/case-study\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Case Study #2- Recently Retired\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/finfree.com\/#website\",\"url\":\"https:\/\/finfree.com\/\",\"name\":\"\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/finfree.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Case Study #2- Recently Retired &#8211;","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/finfree.com\/case-study\/case-study-2-recently-retired\/","og_locale":"en_US","og_type":"article","og_title":"Case Study #2- Recently Retired &#8211;","og_description":"Bob just turned 70 and his wife, Sheri, is 68. Both retired from the corporate world two years ago and want to ensure that they are optimizing their retirement income to the fullest. \u00a0With longevity in both families, they worry about running out of money and want to know how best to manage their retirement [&hellip;]","og_url":"https:\/\/finfree.com\/case-study\/case-study-2-recently-retired\/","article_modified_time":"2018-09-24T16:12:51+00:00","twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/finfree.com\/case-study\/case-study-2-recently-retired\/","url":"https:\/\/finfree.com\/case-study\/case-study-2-recently-retired\/","name":"Case Study #2- Recently Retired &#8211;","isPartOf":{"@id":"https:\/\/finfree.com\/#website"},"datePublished":"2018-09-17T16:51:08+00:00","dateModified":"2018-09-24T16:12:51+00:00","breadcrumb":{"@id":"https:\/\/finfree.com\/case-study\/case-study-2-recently-retired\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/finfree.com\/case-study\/case-study-2-recently-retired\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/finfree.com\/case-study\/case-study-2-recently-retired\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/finfree.com\/"},{"@type":"ListItem","position":2,"name":"Client Story","item":"https:\/\/finfree.com\/case-study\/"},{"@type":"ListItem","position":3,"name":"Case Study #2- Recently Retired"}]},{"@type":"WebSite","@id":"https:\/\/finfree.com\/#website","url":"https:\/\/finfree.com\/","name":"","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/finfree.com\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"}]}},"jetpack_likes_enabled":true,"jetpack-related-posts":[],"jetpack_sharing_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/P9oNPu-c7","_links":{"self":[{"href":"https:\/\/finfree.com\/wp-json\/wp\/v2\/pages\/751"}],"collection":[{"href":"https:\/\/finfree.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/finfree.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/finfree.com\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/finfree.com\/wp-json\/wp\/v2\/comments?post=751"}],"version-history":[{"count":4,"href":"https:\/\/finfree.com\/wp-json\/wp\/v2\/pages\/751\/revisions"}],"predecessor-version":[{"id":889,"href":"https:\/\/finfree.com\/wp-json\/wp\/v2\/pages\/751\/revisions\/889"}],"up":[{"embeddable":true,"href":"https:\/\/finfree.com\/wp-json\/wp\/v2\/pages\/548"}],"wp:attachment":[{"href":"https:\/\/finfree.com\/wp-json\/wp\/v2\/media?parent=751"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}