by Mike Kirkland | Feb 11, 2019 | Case Studies
Ted and Sandy were savvy investors. They studied the stock market carefully and were cautious with a low tolerance for risk. Retirement gave them more time to devote to the market. Both had sizeable 401k’s that produced very good returns. One night as they were...
by Mike Kirkland | Feb 11, 2019 | Case Studies
Paul and Wilma were born in California, however just after they got married they moved to Oklahoma. Paul got a job with an oil company and they really never looked back. The kids were raised in a great place. Both of their children were grown now. Ironically, both...
by Mike Kirkland | Feb 11, 2019 | Case Studies
Cathy and George were married for 46 years. Their home was paid for. George was religious about paying extra with the monthly mortgage payment, which took what they would have put into a retirement account. George had a massive stroke and died. Cathy was lost without...
by Mike Kirkland | Feb 8, 2019 | Case Studies
Lynn and Mary loved their home. It was everything they ever wanted. Both worked hard and had a lot to show for it. Now they were retired and enjoyed their three grandkids immensely. It didn’t take long for the little ones to grow up. They started families of...
by Mike Kirkland | Feb 8, 2019 | Case Studies
Jeff and Melissa were like two lovebirds. They retired eight years before with what seemed like lots of money and pretty good health. But then Jeff had a massive heart attack and died. The doctor said Jeff probably never felt a thing. Melissa was stuck taking care of...
