50s

“By the time my mother died, the insurance company had paid out almost $600,000.”

“The last adviser we worked with lost a significant portion of our portfolio.”

“We will not be downsizing our home, but we do have rental income of about $1,500 per month.”

“I want to purchase a family home so we three don’t have to pay rent.”

“Our funds and our tech stocks have done well over the years.”