The Problem:
- 60 years old, approaching retirement
- Divorce left her with an Mortgage at 6.875% rate
- California home dropped 30% in value
- $2,200 more costs than income (dipping into savings)
- Savings Nest Egg accounts dropped over 40%
- Fears of never being able to retire
- Beach-house rental for grandkids from annual savings
Her Needs:
- STOP the Retirement Account Risk Exposure
- STOP the need to raid Nest Egg for expenses
- Create
