Helping a Couple Escape Their Financial Trap

The couple had made every mistake you could: retired too early, spent too much, took on too much house and too much debt. “This is killing me,” Sarah told the adviser, as she burst into tears. Doug and Sarah had left their well-paying jobs in their late 50s, with little idea how they would pay for a long retirement. With anguished faces, they came to Eve Kaplan, an advisor in Berkeley Heights, N.J., for a solution. As a financial...

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