Meet Austin
Austin is 28 years old and currently single. He just finished his doctorate degree in Physical Therapy and started his first full-time job. He's making more money than ever but has significant student loan debt and wants to consider his options in buying his first home.
Austin’s top questions:
· How should I pay down my student loans?
· How much do I need to save for a downpayment on a home?
· How much should I be saving for retirement and where should I allocate my savings?
Meet Paige and Craig
A tech-savvy couple, both 37 years old, and raising a young daughter. Paige, known for her career mobility, has switched companies every few years. On the other hand, Craig has remained loyal to his current employer since his college days. Despite their professional success, they find themselves managing multiple investment accounts across various firms, alongside holding excess cash in bank accounts with minimal interest earnings.
Paige and Craig’s top questions:
· How much should we be saving for our child’s education?
· Are we saving enough for retirement?
· Are we invested in the right funds/could we do better?
· What should we do with our stock options?
· Can we reduce our taxes?
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