
At 38, and with approximately $2.4 million in net assets, George* is focused on his next goal: increasing his young family’s net worth to $5 million over the next 10 years. It’s a target he hopes will create a level of financial stability that will pave the way for retirement at 50, if he and his wife, Eileen,* 35, so choose.
The couple have two pre-school aged children and, while they are on the same page when it comes to living within their means, Eileen is more confident in their ability to enjoy an expanded lifestyle today than her husband.
“I don’t have a good sen...


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