Case Study #21 – Second Time Around

Case Study #21 – Second Time Around

Rob and Emily celebrated the 35th anniversary of living in their home. In many ways, they loved the old place more now than the day they bought it. They were retired now, with plenty of time to do little repairs and improvements, which gave both of them great joy....
Case Study #20 – Lean On Me

Case Study #20 – Lean On Me

The first 40 years of marriage were healthy and happy for Keith and Mabel. Fixing and flipping homes brought great joy and considerable wealth. They saw no hardship in living in the homes they renovated, sold them and moved to the next. The last house they decided to...
Case Study #18 – Yellow Brick Road

Case Study #18 – Yellow Brick Road

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...
Case Study #17 – Movin’ On Up

Case Study #17 – Movin’ On Up

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...
Case Study #16 – This Old House

Case Study #16 – This Old House

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...
Case Study #15 – You’ve Got A Friend

Case Study #15 – You’ve Got A Friend

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...