Case Studies
Demonstrated solutions for various situations
Theresa was a single woman (with no children) who had lost her twin sister, with whom she lived. They...
Larry was planning to retire in late 2026 at age 68. He had not yet signed up for Medicare Part B because...
Lindy received the news that her mother (living in Florida) had been advised that it wasn’t safe for...
Keith and Marie were preparing for retirement. They were turning 65 in October and November, and they...
Sue’s husband suffered from an infection that landed him in the hospital for three weeks, followed by...