Case Studies
Snowbird Nancy
Snowbird Nancy is usually upbeat. She enjoys wintering in Arizona, and summering in Idaho.
Mom moves in: A Sandwich Generation story
Mandi works as a pre-op nurse, getting a steady stream of patients cleaned, shaved, and, most...
Snowbird Nancy
Nancy’s husband died a few years ago, and her kids asked her to move closer. So, she sold her home...
How one Couple gets the most out of Social Security
Randy loves the business he’s created. It was very difficult getting started, with no capital, three young kids.
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