Tag: retirement

Photo of Francey Jesson and her mother

Francey Jesson’s life took a dramatic turn in 2014 when she lost her job at Santa Fe, New Mexico’s airport after a dispute with the city. In 2015, she relocated to Sarasota, Florida to be close to her family. One day, her mother, who has dementia, started crying over the telephone. Jesson had always known…

Checkboxes next to

David and Debra S. both had successful careers. In analyzing their retirement finances, the couple agreed that he should wait until age 70 to start his Social Security in order to get the largest monthly benefit. But he wanted to sell his business at age 69 and retire then, so the North Carolina couple used…