Jim & Jane, the Pre-Retirees
57 & 53
Set a realistic retirement date
Jim and Jane are finally empty nesters. Their last daughter of 3 just went off to college and they are enjoying a quiet house after 28 years of High School excitement and extracurriculars.
With the extra free time Jim and Jane are starting to think about retirement more. It used to be some far-off daydream they’d have in between running kids to soccer practice and theatre classes, but now that it’s looming on the horizon they wondered when and how they could make it happen.
- Could they retire by 62?
- Would they have to work longer?
- What about those dream trips to Europe they just kept putting off or the lake house they had their eye on?
- How about their mortgage, should they pay it off?
These were all questions running through their heads when Jim and Jane first sat down with us.