Portfolio Makeover: Can I Retire Early?


Money Magazine recently approached me to perform an investment portfolio makeover for a couple in the Metro Detroit area, Kevin and Janice Ford.  The article, written by Money Magazine Senior Writer Donna Rosato, was published in the January-February 2010 double-issue.  The Roasato’s met with me recently and we put together a financial plan and asset allocation.  Here’s an intro to the article and a link to the full one:

(Money Magazine) — Kevin Ford has worked as an engineer in the Detroit auto industry for more than three decades – currently for the car company that best suits his name. His wife, Janice, is also a veteran of the field, a fellow engineer who even ran her own dealership for a few years before leaving the industry in 2005 to do part-time business development consulting.

Kevin hoped to follow her into retirement at age 55, and two years ago that seemed doable. The family had nearly $1 million saved, plus a hefty pension; they had no debt besides a $300,000 mortgage; their son, Darrell, was out of college and daughter, Kimberly, would be done in 2011.

To continue reading, please click here http://bit.ly/5aGwIO.

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3 Responses to “Portfolio Makeover: Can I Retire Early?”

  1. kevinleec Says:

    Very cool! Congratulations on being selected by Money Magazine for this project!

  2. Sam H. Fawaz Says:

    Thank you very much Kevin. I was very honored and though it was a lot of work, I enjoyed meeting and helping the Ford’s.

  3. Daddy Paul Says:

    Great read!
    It never ceases to amaze me how many people continue to keep company stock in their portfolio. This comes on the heels of Enron and General Motors.


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