THE CASE STUDY AND SIMULATION:
In your mid 50’s now. Empty nesters! Your kids are working; your house is paid off, the car needs a refresh, you are at the pinnacle of your career, your energy levels are up, you are planning your vacations and buying a home by the lake for your kids and for later when you become grandparents! You are thinking of retiring. What is in your Estate? How can you keep a legacy for and through your children?
Or perhaps you are struggling. Your bank balance doesn’t look appealing. You have not been employed for some time and do not know what to do to pay off your mortgage. Your health is not so good, your mind not so active, you stoop and walk and stare at the big bungalows and the cars… you tried, but luck was never on your side.
You are not alone. 60% to 70% of people in their mid 50’s suddenly realize they have nothing substantial. Stock and Market swings, Credit Card debt, Mortgage, taxes, joblessness…will be quite common in the future, specifically with the middle class, if they don’t take action now.
How can you make money? How can you save and invest? How can you plan your taxes? How can you plan for retirement with what you got? Our Simulation takes you through situations that help you learn about solutions ahead.