Susan, 60, is a successful corporate executive and solo ager with no children and is planning for retirement in 2 years.
Divorced many years ago, Susan is not eligible for any other Social Security benefits but her own.
She currently holds a variety of investment accounts, including 401(k)s from previous employers, stock options, and multiple brokerage accounts.
Susan lives modestly, owns her home, and looks forward to joining new groups and spending more time on hobbies in retirement.
Susan was pretty sure she had enough to retire, but she also knew she could be responsible for providing care for her aging parents and, with no children of her own, would need a strategy for providing for her own long-term care.
She craved a better plan that would allow her to retire confidently, knowing she was equipped to meet these goals.
Note: The above is hypothetical and does not involve an actual Blake Wealth Management client. No portion of the content should be construed by a client or prospective client as a guarantee that he/she will experience the same or certain level of results or satisfaction if Blake Wealth Management is engaged to provide investment advisory services.
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