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Chapter 15. Developing an Action Plan > Current Status for the Glovers

Current Status for the Glovers

Here are the statistics on Dennis Glover:

Age: 58.

Occupation: Foreman for a local machinist company. He has worked for the same company for over 28 years and participates in the company's health and retirement plans.

Salary: $45,000 per year, and he currently invests only 3 percent into the company 401(k) plan. His company matches 50 cents on the dollar up to 6 percent.

Health: Relatively good, though he is a bit overweight. His family medical history is good, and there is no reason to suspect he will not live out his normal life expectancy.

Risk tolerance: Average.

Targeted retirement age: 67.


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