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Case Studies

Work Optional

Work Optional

Meet John and Mary, a couple in their early 50s who have been diligently saving for retirement throughout their careers.  John and Mary have always dreamed of a life where work becomes optional without sacrificing their desired lifestyle, and allows them to pursue their passions and hobbies. However, they need guidance to ensure they have a solid financial plan in place to support this goal.   

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Nearing Retirement

Nearing Retirement

Meet Susan, a successful professional in her late 50s who is eagerly anticipating retirement. After a fulfilling career, she is ready to transition into the next phase of her life but is seeking guidance to ensure a smooth and financially secure retirement.

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Retired

Retired

Meet Tom and Sarah, a retired couple in their early 70s who have recently entered the golden years of their lives. They have spent decades building their nest egg and are now seeking guidance to ensure their finances are well-managed and can support their desired lifestyle throughout retirement.

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Note: The above case study is hypothetical and does not involve an actual Equitable Advisors client. No portion of the content should be construed by a client or prospective client as a guarantee that he/she will experience the same or certain level of results or satisfaction if Equitable Advisors is engaged to provide financial planning or investment services.

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