After spending 38 years with the City of Charlotte (the last 25 of which were in the Manager’s office), my dad, Boyd Cauble, was ready to retire. He had his Pension, his 401(k), his 457(b), Life Insurance, and other Investments he had accumulated along the way, but what should he do now? Have fun? Yes, of course! But certain questions remained:
- How would he make the most of the assets he had built?
- How would he structure his Income after retirement?
- What should he have done 10-15 years earlier to make his Retirement Income more lucrative?
These are the questions we helped him and other Local Government Employees answer.
