Dear Quentin,
We are 64 and 66, married 40-plus years and live in Maryland. We are healthy, blessed, and have no debt. We worked hard to maximize our retirement savings, and we now have $3 million, and $2.5 million in stocks, cash and CDs outside of retirement. We have not applied for Social Security, and have an annual income of $250,000 annually for the next 15 years from the sale of a business. Our home is in a family trust, paid for and valued at $650,000.
We have two adult kids married with stable…
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