LIVE ONCE PLAN OFTEN

Case Studies

THE YOUNG PROFESSIONAL

It can be hard to plan when you’re uncertain about your future career, lifestyle, and family needs. In this case study, a 30-year-old lawyer wants to figure out how much to invest through her 401(k) and on a taxable basis, if she wants to retire at various ages; what asset allocation to adopt; and whether she could accept a less grueling, but lower paying job, without derailing her retirement plan.

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THE INHERITOR

Inheriting a large sum of money can free you to upgrade your lifestyle or throw off the constraints of your job to devote yourself to your favorite cause—or both. But doing so responsibly isn’t easy. This case study examines the considerations of a professional who inherits a $5 million trust in midlife.

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THE ENTREPRENEURS

Entrepreneurs who get a rich offer for their businesses typically want to upgrade their lifestyles, save for their own and their children’s futures, give money to charity—and fund their next ventures. This case study looks at how one couple put together their plan.

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THE CORPORATE EXECUTIVE

Corporate executives and other employees of public companies are often paid, in part, with company stock or stock options. This case history shows that how much company stock you keep can have a big impact on how much you need to save for retirement, and actively managing your options can boost their value.

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