Ready to retire after 30 years!
Doug works for the Federal Government and Karen is an executive at a local company. Doug has a decent understanding of his federal benefits, but isn’t sure of the exact choices in his benefit package. He is trying to choose the best option to make sure Karen is protected and doesn’t want to foolishly give away his well-earned benefits. He wants unbiased guidance from someone who understands all of the pros and cons of the various decisions they’re facing. Karen wants to retire when her husband does, but she’s not sure they’ll have enough money to do all the things they want to do.