Preparing for the Next Life Chapter

Paul FennerEmpty Nest Families

THE SITUATION The Summers* Family:  Carol, 55; Derrick, 58, Jessica, 26 and Tony, 24. Carol is in the medical field, and Derek works in manufacturing – both work for others. After accumulating some wealth through various investment accounts and with both adult children working with no immediate need for financial support, the Summers now want to focus on and plan … Read More