Widowed

Linda, 62, recently lost her husband of 35 years. Living in South Carolina.

Gifting

David and Karen, ages 73 and 70, are established retirees living in East Tennessee.

Retired

Robert and Patricia, ages 68 and 67, are fully retired former corporate executives residing in Central New York.

Near Retirement

James and Mary, both 57, are high-earning professionals in Pennsylvania with 2 adult children.

Middle-Aged

Brian and Jessica, ages 44 and 41, are mid-career engineers living in Tampa, Florida with two teenage children.