©2008 Dixon Hughes Wealth Advisors LLC. All rights reserved.

MARSHALL AND EMILY

BOOMERS CAUGHT BETWEEN KIDS AND AGING PARENTS.

Retired after 35 years in advertising, Marshall plans to write a novel while his wife Emily has no plans to stop running her successful dermatology practice.  

Their youngest daughter is getting an MBA while their oldest just told them she was pregnant with her second baby. Their middle daughter is getting married in 6 months.  Between tuition, baby gifts, and a wedding which is fast approaching six figures, Marshall and Emily are starting to feel squeezed.

Furthermore, Emily’s father’s health is deteriorating and it is only a matter of time before he needs to move into an assisted living facility.  

Marshall and Emily recently ended a 15-year relationship with a large national bank because they felt like small fish in a big pond and they weren’t receiving the level of client service they believed their situation deserved.
 

PETER AND LUCY MID-40’s. YOUNG CHILDREN. PLANNING THEIR RETIREMENT AND THEIR KIDS’ EDUCATION. Both Peter and Lucy have demanding careers—or used to.  Peter recently sold the software business he started ten years ago, (More.)

  
  ROGER AND ANABELLE  INHERITED WEALTH.  FOCUS ON PHILANTHROPY. Roger breeds horses, while Anabelle is a stay-at-home mom to five children ages 7–17, including two from Roger’s first marriage.  Their primary source of wealth is Annabelle’s family trust..  (More.)  
 

BETH DIVORCED AND UNCOMFORTABLE HANDLING FINANCES. Recently divorced after thirty years of marriage, Beth is 51 and on her own for the first time. Despite a generous settlement, Beth is worried about running out of money.   (More.)

  
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