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

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.  She was a secretary briefly after college but it’s been a long time since she was part of the work force.

Her investment banker ex-husband handled everything – finances, taxes, insurance – and not only does Beth find herself faced with new, overwhelming responsibilities, but she has to hire a new advisor, accountant and insurance agent since most of the people who used to handle her business play golf with her ex.

 

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.)  
 

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.   (More.)

 
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