Market Recovery Program
 

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Chapter 19

CASE STUDY #2: DON, 55, AND LOUISE, 48

Who:

Don, age 55, married to Louise, age 48.

Particulars:

Don lost 20% of his portfolio’s value in the downturn. He had $200,000.00 in his 401(k); now it’s down to $160,000.00.




Figure 16



Goals:

Don and Louise want to: (1) recoup the losses; (2) Don wants to retire in 10 years when he’s 65 and Louise is

 

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