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Kat started working for the federal government after she graduated from grad school 5 years ago. She makes decent money, but feels paying down her $149,000 federal student debt needs to be done before she starts saving. She wants to travel and enjoy life, but she feels constantly stressed by her money, unsure if she is doing enough for her future.
Couple with 1 Child
Small Business Owner
Disclaimer: Case studies are hypothetical client scenarios. Planning recommendations may differ from your situation. Please consult with your own advisor before making any changes to your Financial Plan, Investments, or Insurance coverage.