Revamping A Retirement Plan - Page 2 of 2

Revamping A Retirement Plan

where he cannot make decisions for himself.

The McGahees are happy with their revamped financial situation. “Constance gave us more organization, and we feel that we have made a very good start,” says Calvin. Now the McGahees can continue the journey they started as young adults with greater financial confidence. “I’ve learned that you have to start somewhere,” says Jacqueline. “Most people think that you have to have a lot of money, but I have found that it is important to use someone that you can trust [and] who is accessible. My parents were busy just trying to provide for us when I was growing up, so they couldn’t invest. So I want to do what I can to learn all I can about investing for my family.”