Daniel
Daniel was content in his retirement from firefighting. But as time went on, he worried what would happen to his wife after he passed…
Jack
Jack is a retired veteran, his wife Ana is a retired teacher. Unsatisfied with their financial advisor, they decided to make a change…
Betty
When Betty’s husband was hospitalized, she suddenly found herself completely alone in planning her family’s financial wellbeing…
Carl & Deborah
Carl and Deborah are your typical go go go Northern Virginia family. Carl retired from the Army as a Colonel…
Nancy
Nancy and David had been married for 34 years when David suddenly died from a heart attack. Nancy had always…
Jack & Susanna
To Jack and Susanna, it seemed like retirement age was coming way too quickly. They both worked for the federal…