Baby Boom Couple Assess Retirement Readiness
Our "after" portfolio is more streamlined, contains stable assets for early-retirement distributions.
Melissa and Steve, ages 60 and 63, respectively, are typical of many workers of their generation and younger. Rather than staying put with a single employer, they've each had numerous jobs in the healthcare industry. Melissa is currently working as a contractor for a pharmaceuticals firm. Steve moved out of the private sector in the late 1990s and has been an employee in their state's university system ever since.
Christine Benz does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.