From USA Today “Couple’s retirement dream leaves materialism behind.” Excerpt:
The Feudos say they probably wouldn’t have mustered the moxie to strike out in a radically different direction had they not consulted Will Rogers, a financial adviser in Augusta, who devised their retirement plan in 2002.In reviewing the couple’s retirement assets, Rogers told them they needed to save more aggressively, pay down debt and consolidate accounts that were scattered in various financial institutions.
It was during this time that they and Rogers discovered an overlooked pension plan.
“When we researched their past employment, it turned out Bonnie only needed to work a few more days in her former school district to be vested,” Rogers recalls.