Cassius and Valerie had saved and planned for their future, but as the time grew near, the company’s online retirement calculator just wasn’t cutting it. They needed to know if their retirement goals were really possible. Could they actually travel to exotic locations...
Five years ago Russell Vance was a geriatric psychotherapist who thought he had many more years of work ahead of him, “But I was burned out,” he said. “Within 18 months, my wife, my mother and my father had all died. It wasn’t until my daughter told me, ‘You know, you...
Transitioning from Success in Career to Significance in Retirement: Finding Purpose Through Volunteerism
After more than 30 years working in the industrial technology field, David Backer was ready to retire. “I had proven everything I needed to prove to myself and exceeded all of my expectations,” David said. Each of his career moves — from diesel truck repair to assembly line specialist and contractor for the Department of Defense — prepared David and his wife, Kim, financially for early retirement.
Transitioning from Success in Career to Significance in Retirement: A Life of Travel, Family and Support for the Arts and College Education
The traditional dream of golf was just one of Phillip Kelley’s goals after he retired from 35 years as an engineer. With the help of their financial advisor, he and his wife, Betty, a retired educator, developed a plan to support their ideal retirement lifestyle.
Transitioning from Success in Career to Significance in Retirement: Choosing a Legacy of Service after Loss
When tragedy struck Ron Little and Donna, his wife of 44 years, the six good years they shared in retirement became even more precious. Dreams they had developed together over decades had to be reimagined.
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