Broker Check

Case Study: Nearing Retirement

Jake, 54, and Cindy, 50, are married and nearing retirement.

  • At what age can they retire? When should they retire?
  • How much can they spend annually in retirement? How does buying a second house affect their outlook?
  • Will they be able to leave behind an inheritance to their children or favorite charity?

It was time to speak with a professional and determine where they stand.


With help and guidance, analyzing various "What-if" scenarios can lead to more informed decision-making. Evaluating retirement projections can help Jake and Cindy identify how their actions can affect their overall portfolio now and in the future.




This is a hypothetical example and is not representative of any specific situation. Your results will vary. This does not reflect the deduction of fees and charges inherent to investing.

Investing involves risk including loss of principal. No strategy assures success or protects against loss.