This middle-aged couple plans to spend heavily in the present and still have an estate for their children
She wants to pay for grandchildren’s education but she must start by diversifying
With five dependent children, this couple can’t take undue risk and should insure against illness or death
Shortfalls in one partner’s assets can be addressed by using new structures and adding insurance
Advisors recommend a diversified portfolio to help meet their retirement needs and their estate planning goal
Decreasing exposure to income trusts, buying insurance the first step for retiring couple