Our Case Studies

Physicians

• "I hate being a doctor!" Dr. Stan comes from a medical family where he inherited the oral surgery practice started by his Dad over 40 years ago. When we met Stan, we asked, "Have you thought about retiring?" "Sure, every day," Stan replied. "But I assume I have to keep going until I'm 70, like my Dad." Read More 

Retirement Planning

• Timothy was a new client who arrived here upon receiving a severance package from his company several years ago. He had worked for the same company for over 30 years and it was the only place he ever worked.  Read More

Divorce

• She planned to retire at 55. But now, what she'd not planned, the breakup of her marriage.  Her call to us reflected the anxiety and the difficult decisions we all face when plans go awry.  Would she be able to remain in her home?  How would they provide for their child's college expenses?  Read More

Estate Planning

• Sally became a client at age 88. She delegated responsibility for handling finances to her husband and, when he died, she asked one of her sons for assistance.  Read More

Financial Planning and Widows

• Frank recently passed away and now, as a 71-year old widow, Mary was faced with a multitude of financial tasks that were previously handled by Frank.  The last time Mary was on her own the Dodgers were still in Brooklyn.  Read More