Case approach to financial planning quantitative/analytical mini-case
1. Marybeth and Anneal Yao are beginning to contemplate retirement. They are each forty-five years of age and have saved a total of $500,000 for retirement. Marybeth and Anneal realize that they have not saved sufficiently to be able to retire early, fully retire without some part-time employment, or replace 100 percent of current pre-retirement income. As such, they are willing to explore different […]