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...
by Mike Kirkland | Feb 8, 2019 | Case Studies
Bill and Karen lived in a very nice home in a good neighborhood. The kids grew up and moved away, but not too far away. Close enough to be helpful when Bill and Karen needed help, but far enough so that no one got in the other’s way. They saw no need to ever...
by Mike Kirkland | Feb 8, 2019 | Case Studies
Bob and Gloria worked hard all their lives. They retired knowing they did their best to do everything the right way. They paid their bills, they did a good job raising the kids, and they were active in the community. They worked hard to put money aside for retirement....
by Mike Kirkland | Feb 8, 2019 | Case Studies
Got Your Love to Keep Me Warm Steve and Nancy lived in Lake Arrowhead, California for 38 years. They raised their children there. The children moved off the hill years ago. The old folks wanted to leave the mountains to a more convenient place with no snow, no ice and...
