Category: Retirement Analysis
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Meet Sophia and Mark Sophia (52) and Mark (57) live in the beautiful red-rock desert town of Sedona, Arizona. Mark works full-time as a project manager, while Sophia runs a freelance graphic design business from home. Together, they enjoy hiking, visiting local art galleries, and dreaming about the next phase of life—retirement. Their goal is…
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Meet the Sandovals: Retired at 60, Raising an 8-Year-Old Michael and Laura Sandoval have just stepped into retirement, both at age 60. After decades in demanding careers—Michael as a systems engineer and Laura as a healthcare administrator—they decided it was time to enjoy a slower pace of life and more time with their 8-year-old son,…
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Meet James and Renee James (60) and Renee (58) live in Asheville, North Carolina—a charming mountain town known for its arts scene, outdoor beauty, and laid-back lifestyle. James recently wrapped up a 35-year career as a mechanical engineer, while Renee is planning to leave her job as a school counsellor in the next two years.…
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Retirement is a major milestone, and with it comes a new financial landscape. For Sam (65) and Sarah (64), who retired on July 1, 2025, understanding their tax obligations is key to managing their income wisely. Let’s walk through their first year of retirement and see how their income stacks up against federal and state…
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Retirement isn’t just about numbers—it’s about dreams, timing, and the courage to take the leap. For Bob and Barbara, a couple from Kentucky with a lifetime of memories and a love for adventure, the question was simple: Can we afford to retire now and live the life we’ve imagined? To find out, we ran a…