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Chapter 5. Case Studies > Adding Glitter to the Golden Years

Adding Glitter to the Golden Years

Case Study #3

Personal Information

Harold Smith, age 64

Senior Manager for a public utilities company

Annual salary $57,000

Betty Smith, age 57

Housewife. Has no interest in financial matters. Harold has always managed their money.

Harold will retire in one year at age 65

Neither has a will at the present time

Have 4 grown children, all of whom are married

Own a four unit apartment building


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