Peter and Jodi, a two-career couple, adopted a girl from Guatemala nine years ago. Anna has embraced school work and is an outstanding student. Her college counselor has pointed her toward top private colleges. Peter and Jodi, both IT professionals with public companies, have substantial assets they can tap for college. The question is, which funds should they tap and in what order?

Life and work in the Pacific Northwest has been rewarding for Lynn. She was recruited for a regional sales role with a food manufacturer 20 years ago. Now mid-career, she enjoys the fast pace of corporate life, loves to travel, enjoys kayaking and fine dining.

Forty-eight-year-old Christopher was senior vice president of security at a real estate search company when he died unexpectedly in a tragic car accident. Now his wife, Denise, 48, needs help to understand how her late husband’s performance share units (PSUs) will be handled.

Beverly is overjoyed at the birth of her first grandchild, Madison. As chief information officer for a large chemical company, the new grandmother has the will and desire to find ways to set up the next generation for success.

Sid is a 45-year-old board member of a regional pharmaceutical company. His son, Aaron, is a high school junior in the process of choosing a college to attend after graduation.